TIGRX vs. VFIAX
Compare and contrast key facts about TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
TIGRX is managed by TIAA Investments. It was launched on Jul 1, 1999. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIGRX or VFIAX.
Performance
TIGRX vs. VFIAX - Performance Comparison
Returns By Period
In the year-to-date period, TIGRX achieves a 31.06% return, which is significantly higher than VFIAX's 26.66% return. Over the past 10 years, TIGRX has underperformed VFIAX with an annualized return of 12.52%, while VFIAX has yielded a comparatively higher 13.21% annualized return.
TIGRX
31.06%
1.80%
11.90%
36.80%
15.27%
12.52%
VFIAX
26.66%
3.09%
13.26%
32.80%
15.72%
13.21%
Key characteristics
| TIGRX | VFIAX | |
|---|---|---|
| Sharpe Ratio | 2.88 | 2.68 |
| Sortino Ratio | 3.89 | 3.57 |
| Omega Ratio | 1.54 | 1.50 |
| Calmar Ratio | 4.37 | 3.88 |
| Martin Ratio | 19.81 | 17.45 |
| Ulcer Index | 1.86% | 1.88% |
| Daily Std Dev | 12.77% | 12.24% |
| Max Drawdown | -49.52% | -55.20% |
| Current Drawdown | -0.76% | -0.46% |
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TIGRX vs. VFIAX - Expense Ratio Comparison
TIGRX has a 0.40% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Correlation
The correlation between TIGRX and VFIAX is 0.98, 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.
Risk-Adjusted Performance
TIGRX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
TIGRX vs. VFIAX - Dividend Comparison
TIGRX's dividend yield for the trailing twelve months is around 1.15%, less than VFIAX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIGRX TIAA-CREF Growth & Income Fund | 1.15% | 1.40% | 1.60% | 0.92% | 1.15% | 1.44% | 1.45% | 1.04% | 1.37% | 1.26% | 1.15% | 1.17% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.23% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TIGRX vs. VFIAX - Drawdown Comparison
The maximum TIGRX drawdown since its inception was -49.52%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for TIGRX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
TIGRX vs. VFIAX - Volatility Comparison
TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.77% and 3.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.