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.
TIGRX vs. VIMAX
Compare and contrast key facts about TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
TIGRX is managed by TIAA Investments. It was launched on Jul 1, 1999. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIGRX or VIMAX.
Performance
TIGRX vs. VIMAX - Performance Comparison
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Key characteristics
TIGRX:
-0.08
VIMAX:
0.74
TIGRX:
-0.02
VIMAX:
0.97
TIGRX:
1.00
VIMAX:
1.13
TIGRX:
-0.06
VIMAX:
0.59
TIGRX:
-0.22
VIMAX:
2.14
TIGRX:
10.74%
VIMAX:
5.21%
TIGRX:
20.52%
VIMAX:
18.51%
TIGRX:
-50.68%
VIMAX:
-58.88%
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
-2.35%
6.76%
-13.22%
-1.73%
1.61%
2.39%
2.68%
VIMAX
2.62%
5.33%
-4.21%
13.51%
8.61%
12.51%
9.27%
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TIGRX vs. VIMAX - Expense Ratio Comparison
TIGRX has a 0.40% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
TIGRX vs. VIMAX — Risk-Adjusted Performance Rank
TIGRX
VIMAX
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.
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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.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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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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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