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

Correlation

The correlation between TIGRX and VIMAX is 0.93, 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.


Performance

TIGRX vs. VIMAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

TIGRX:

-0.08

VIMAX:

0.74

Sortino Ratio

TIGRX:

-0.02

VIMAX:

0.97

Omega Ratio

TIGRX:

1.00

VIMAX:

1.13

Calmar Ratio

TIGRX:

-0.06

VIMAX:

0.59

Martin Ratio

TIGRX:

-0.22

VIMAX:

2.14

Ulcer Index

TIGRX:

10.74%

VIMAX:

5.21%

Daily Std Dev

TIGRX:

20.52%

VIMAX:

18.51%

Max Drawdown

TIGRX:

-50.68%

VIMAX:

-58.88%

Current Drawdown

TIGRX:

-25.84%

VIMAX:

-4.39%

Returns By Period

In the year-to-date period, TIGRX achieves a -2.35% return, which is significantly lower than VIMAX's 2.62% return. Over the past 10 years, TIGRX has underperformed VIMAX with an annualized return of 2.68%, while VIMAX has yielded a comparatively higher 9.27% annualized return.


TIGRX

YTD

-2.35%

1M

6.76%

6M

-13.22%

1Y

-1.73%

3Y*

1.61%

5Y*

2.39%

10Y*

2.68%

VIMAX

YTD

2.62%

1M

5.33%

6M

-4.21%

1Y

13.51%

3Y*

8.61%

5Y*

12.51%

10Y*

9.27%

*Annualized

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TIAA-CREF Growth & Income Fund

TIGRX vs. VIMAX - Expense Ratio Comparison

TIGRX has a 0.40% expense ratio, which is higher than VIMAX's 0.05% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

TIGRX vs. VIMAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TIGRX
The Risk-Adjusted Performance Rank of TIGRX is 77
Overall Rank
The Sharpe Ratio Rank of TIGRX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of TIGRX is 77
Sortino Ratio Rank
The Omega Ratio Rank of TIGRX is 77
Omega Ratio Rank
The Calmar Ratio Rank of TIGRX is 88
Calmar Ratio Rank
The Martin Ratio Rank of TIGRX is 77
Martin Ratio Rank

VIMAX
The Risk-Adjusted Performance Rank of VIMAX is 5252
Overall Rank
The Sharpe Ratio Rank of VIMAX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VIMAX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of VIMAX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of VIMAX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of VIMAX is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TIGRX vs. VIMAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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.


The current TIGRX Sharpe Ratio is -0.08, which is lower than the VIMAX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of TIGRX and VIMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

TIGRX vs. VIMAX - Dividend Comparison

TIGRX's dividend yield for the trailing twelve months is around 11.99%, more than VIMAX's 1.52% yield.


TTM20242023202220212020201920182017201620152014
TIGRX
TIAA-CREF Growth & Income Fund
11.99%11.70%24.28%9.52%19.80%7.44%6.60%9.99%4.81%3.07%8.42%10.31%
VIMAX
Vanguard Mid-Cap Index Fund Admiral Shares
1.52%1.48%1.51%1.59%1.11%1.44%1.47%1.82%1.35%1.45%1.47%1.29%

Drawdowns

TIGRX vs. VIMAX - Drawdown Comparison

The maximum TIGRX drawdown since its inception was -50.68%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for TIGRX and VIMAX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

TIGRX vs. VIMAX - Volatility Comparison

TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 4.65% and 4.62%, 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.


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