TILIX vs. TILGX
Compare and contrast key facts about TIAA-CREF Large-Cap Growth Index Fund (TILIX) and TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX).
TILIX is managed by TIAA Investments. It was launched on Oct 1, 2002. TILGX is managed by TIAA Investments. It was launched on Mar 31, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILIX or TILGX.
Key characteristics
| TILIX | TILGX | |
|---|---|---|
| YTD Return | 21.16% | 17.87% |
| 1Y Return | 33.24% | 30.33% |
| 3Y Return (Ann) | 9.44% | 5.35% |
| 5Y Return (Ann) | 18.75% | 16.07% |
| 10Y Return (Ann) | 15.98% | 14.50% |
| Sharpe Ratio | 1.95 | 1.65 |
| Daily Std Dev | 17.16% | 18.30% |
| Max Drawdown | -51.32% | -52.16% |
| Current Drawdown | -4.33% | -4.46% |
Correlation
The correlation between TILIX and TILGX is 0.97, 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. TILGX - Performance Comparison
In the year-to-date period, TILIX achieves a 21.16% return, which is significantly higher than TILGX's 17.87% return. Over the past 10 years, TILIX has outperformed TILGX with an annualized return of 15.98%, while TILGX has yielded a comparatively lower 14.50% 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. TILGX - Expense Ratio Comparison
TILIX has a 0.05% expense ratio, which is lower than TILGX's 0.40% expense ratio.
Risk-Adjusted Performance
TILIX vs. TILGX - 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 Large-Cap Growth Fund Institutional Class (TILGX). 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. TILGX - Dividend Comparison
TILIX's dividend yield for the trailing twelve months is around 1.57%, more than TILGX's 0.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILIX TIAA-CREF Large-Cap Growth Index Fund | 1.57% | 1.90% | 11.00% | 8.76% | 1.91% | 2.38% | 4.01% | 1.90% | 1.33% | 2.81% | 3.03% | 1.68% |
TILGX TIAA-CREF Large-Cap Growth Fund Institutional Class | 0.19% | 0.22% | 0.42% | 10.49% | 37.04% | 4.41% | 14.12% | 4.31% | 1.82% | 3.80% | 12.49% | 7.19% |
Drawdowns
TILIX vs. TILGX - Drawdown Comparison
The maximum TILIX drawdown since its inception was -51.32%, roughly equal to the maximum TILGX drawdown of -52.16%. Use the drawdown chart below to compare losses from any high point for TILIX and TILGX. For additional features, visit the drawdowns tool.
Volatility
TILIX vs. TILGX - Volatility Comparison
TIAA-CREF Large-Cap Growth Index Fund (TILIX) and TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) have volatilities of 5.77% and 5.89%, 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.