TILVX vs. VWNEX

In the year-to-date period, TILVX achieves a 2.46% return, which is significantly higher than VWNEX's -0.55% return. Over the past 10 years, TILVX has underperformed VWNEX with an annualized return of 6.29%, while VWNEX has yielded a comparatively higher 9.02% annualized return.

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TILVX has a 0.05% expense ratio, which is lower than VWNEX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large-Cap Value Index Fund (TILVX) and Vanguard Windsor Fund Admiral Shares (VWNEX). 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 TILVX Sharpe Ratio is 0.62, which is higher than the VWNEX Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of TILVX and VWNEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TILVX's dividend yield for the trailing twelve months is around 2.96%, less than VWNEX's 12.67% yield.

The maximum TILVX drawdown since its inception was -61.42%, roughly equal to the maximum VWNEX drawdown of -61.41%. Use the drawdown chart below to compare losses from any high point for TILVX and VWNEX.

The current volatility for TIAA-CREF Large-Cap Value Index Fund (TILVX) is 4.36%, while Vanguard Windsor Fund Admiral Shares (VWNEX) has a volatility of 4.70%. This indicates that TILVX experiences smaller price fluctuations and is considered to be less risky than VWNEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.