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TIGRX vs. RGAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TIGRX and RGAGX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.01.0

Performance

TIGRX vs. RGAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Growth & Income Fund (TIGRX) and American Funds The Growth Fund of America Class R-6 (RGAGX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
-1.34%
2.70%
TIGRX
RGAGX

Key characteristics

Sharpe Ratio

TIGRX:

1.15

RGAGX:

1.08

Sortino Ratio

TIGRX:

1.42

RGAGX:

1.34

Omega Ratio

TIGRX:

1.26

RGAGX:

1.24

Calmar Ratio

TIGRX:

1.46

RGAGX:

1.66

Martin Ratio

TIGRX:

6.44

RGAGX:

7.48

Ulcer Index

TIGRX:

2.93%

RGAGX:

2.77%

Daily Std Dev

TIGRX:

16.43%

RGAGX:

19.18%

Max Drawdown

TIGRX:

-49.52%

RGAGX:

-36.19%

Current Drawdown

TIGRX:

-11.29%

RGAGX:

-10.91%

Returns By Period

In the year-to-date period, TIGRX achieves a 18.59% return, which is significantly lower than RGAGX's 20.27% return. Over the past 10 years, TIGRX has underperformed RGAGX with an annualized return of 11.34%, while RGAGX has yielded a comparatively higher 13.16% annualized return.


TIGRX

YTD

18.59%

1M

-9.51%

6M

-1.02%

1Y

18.78%

5Y*

13.24%

10Y*

11.34%

RGAGX

YTD

20.27%

1M

-7.21%

6M

3.43%

1Y

20.49%

5Y*

13.75%

10Y*

13.16%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TIGRX vs. RGAGX - Expense Ratio Comparison

TIGRX has a 0.40% expense ratio, which is higher than RGAGX's 0.30% expense ratio.


TIGRX
TIAA-CREF Growth & Income Fund
Expense ratio chart for TIGRX: current value at 0.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.40%
Expense ratio chart for RGAGX: current value at 0.30% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.30%

Risk-Adjusted Performance

TIGRX vs. RGAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Growth & Income Fund (TIGRX) and American Funds The Growth Fund of America Class R-6 (RGAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for TIGRX, currently valued at 1.15, compared to the broader market-1.000.001.002.003.004.001.151.08
The chart of Sortino ratio for TIGRX, currently valued at 1.42, compared to the broader market-2.000.002.004.006.008.0010.001.421.34
The chart of Omega ratio for TIGRX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.501.261.24
The chart of Calmar ratio for TIGRX, currently valued at 1.46, compared to the broader market0.002.004.006.008.0010.0012.0014.001.461.66
The chart of Martin ratio for TIGRX, currently valued at 6.44, compared to the broader market0.0020.0040.0060.006.447.48
TIGRX
RGAGX

The current TIGRX Sharpe Ratio is 1.15, which is comparable to the RGAGX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of TIGRX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.15
1.08
TIGRX
RGAGX

Dividends

TIGRX vs. RGAGX - Dividend Comparison

TIGRX's dividend yield for the trailing twelve months is around 0.81%, while RGAGX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
TIGRX
TIAA-CREF Growth & Income Fund
0.81%1.40%1.60%0.92%1.15%1.44%1.45%1.04%1.37%1.26%1.15%1.17%
RGAGX
American Funds The Growth Fund of America Class R-6
0.00%0.89%0.72%0.40%0.53%1.26%1.09%0.82%0.93%1.00%10.99%7.70%

Drawdowns

TIGRX vs. RGAGX - Drawdown Comparison

The maximum TIGRX drawdown since its inception was -49.52%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for TIGRX and RGAGX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.29%
-10.91%
TIGRX
RGAGX

Volatility

TIGRX vs. RGAGX - Volatility Comparison

The current volatility for TIAA-CREF Growth & Income Fund (TIGRX) is 11.06%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 13.11%. This indicates that TIGRX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
11.06%
13.11%
TIGRX
RGAGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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