TILIX vs. TIGRX
Compare and contrast key facts about TIAA-CREF Large-Cap Growth Index Fund (TILIX) and TIAA-CREF Growth & Income Fund (TIGRX).
TILIX is managed by TIAA Investments. It was launched on Oct 1, 2002. TIGRX is managed by TIAA Investments. It was launched on Jul 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILIX or TIGRX.
Key characteristics
| TILIX | TIGRX | |
|---|---|---|
| YTD Return | 32.12% | 32.06% |
| 1Y Return | 42.39% | 41.68% |
| 3Y Return (Ann) | 10.47% | 11.05% |
| 5Y Return (Ann) | 20.06% | 15.53% |
| 10Y Return (Ann) | 16.74% | 12.79% |
| Sharpe Ratio | 2.67 | 3.42 |
| Sortino Ratio | 3.41 | 4.57 |
| Omega Ratio | 1.48 | 1.64 |
| Calmar Ratio | 3.44 | 5.24 |
| Martin Ratio | 13.52 | 23.92 |
| Ulcer Index | 3.34% | 1.85% |
| Daily Std Dev | 16.87% | 12.82% |
| Max Drawdown | -51.32% | -49.52% |
| Current Drawdown | -0.01% | 0.00% |
Correlation
The correlation between TILIX and TIGRX is 0.96, 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
TILIX vs. TIGRX - Performance Comparison
The year-to-date returns for both stocks are quite close, with TILIX having a 32.12% return and TIGRX slightly lower at 32.06%. Over the past 10 years, TILIX has outperformed TIGRX with an annualized return of 16.74%, while TIGRX has yielded a comparatively lower 12.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TILIX vs. TIGRX - Expense Ratio Comparison
TILIX has a 0.05% expense ratio, which is lower than TIGRX's 0.40% expense ratio.
Risk-Adjusted Performance
TILIX vs. TIGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large-Cap Growth Index Fund (TILIX) and TIAA-CREF Growth & Income Fund (TIGRX). 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
TILIX vs. TIGRX - Dividend Comparison
TILIX's dividend yield for the trailing twelve months is around 0.57%, less than TIGRX's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILIX TIAA-CREF Large-Cap Growth Index Fund | 0.57% | 0.76% | 1.10% | 0.87% | 0.71% | 1.09% | 1.43% | 1.22% | 1.33% | 1.49% | 1.39% | 1.37% |
TIGRX TIAA-CREF Growth & Income Fund | 1.14% | 1.40% | 1.60% | 0.92% | 1.15% | 1.44% | 1.45% | 1.04% | 1.37% | 1.26% | 1.15% | 1.17% |
Drawdowns
TILIX vs. TIGRX - Drawdown Comparison
The maximum TILIX drawdown since its inception was -51.32%, roughly equal to the maximum TIGRX drawdown of -49.52%. Use the drawdown chart below to compare losses from any high point for TILIX and TIGRX. For additional features, visit the drawdowns tool.
Volatility
TILIX vs. TIGRX - Volatility Comparison
TIAA-CREF Large-Cap Growth Index Fund (TILIX) has a higher volatility of 5.10% compared to TIAA-CREF Growth & Income Fund (TIGRX) at 3.90%. This indicates that TILIX's price experiences larger fluctuations and is considered to be riskier than TIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.