TIMVX vs. VIMAX
Compare and contrast key facts about TIAA-CREF Mid-Cap Value Fund (TIMVX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
TIMVX is managed by TIAA Investments. It was launched on Oct 1, 2002. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
TIMVX vs. VIMAX - Performance Comparison
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TIMVX vs. VIMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIMVX TIAA-CREF Mid-Cap Value Fund | 2.67% | 10.11% | 14.48% | 11.40% | -10.44% | 32.27% | -4.21% | 27.33% | -14.43% | 9.30% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -2.80% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
Returns By Period
In the year-to-date period, TIMVX achieves a 2.67% return, which is significantly higher than VIMAX's -2.80% return. Over the past 10 years, TIMVX has underperformed VIMAX with an annualized return of 8.34%, while VIMAX has yielded a comparatively higher 10.42% annualized return.
TIMVX
- 1D
- -0.43%
- 1M
- -6.05%
- YTD
- 2.67%
- 6M
- 4.36%
- 1Y
- 17.16%
- 3Y*
- 13.32%
- 5Y*
- 8.56%
- 10Y*
- 8.34%
VIMAX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.80%
- 6M
- -3.59%
- 1Y
- 10.30%
- 3Y*
- 11.78%
- 5Y*
- 6.50%
- 10Y*
- 10.42%
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TIMVX vs. VIMAX - Expense Ratio Comparison
TIMVX has a 0.45% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Return for Risk
TIMVX vs. VIMAX — Risk / Return Rank
TIMVX
VIMAX
TIMVX vs. VIMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Mid-Cap Value Fund (TIMVX) 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.
| TIMVX | VIMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.63 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.43 | 0.99 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.14 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.73 | +0.35 |
Martin ratioReturn relative to average drawdown | 5.06 | 3.39 | +1.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TIMVX | VIMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.63 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.37 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.55 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.48 | 0.00 |
Correlation
The correlation between TIMVX and VIMAX 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.
Dividends
TIMVX vs. VIMAX - Dividend Comparison
TIMVX's dividend yield for the trailing twelve months is around 8.02%, more than VIMAX's 1.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIMVX TIAA-CREF Mid-Cap Value Fund | 8.02% | 8.23% | 7.09% | 1.63% | 15.58% | 14.87% | 1.77% | 20.99% | 18.64% | 7.13% | 4.60% | 10.06% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.53% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
TIMVX vs. VIMAX - Drawdown Comparison
The maximum TIMVX drawdown since its inception was -59.15%, roughly equal to the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for TIMVX and VIMAX.
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Drawdown Indicators
| TIMVX | VIMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.15% | -58.88% | -0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -12.77% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -21.97% | -27.55% | +5.58% |
Max Drawdown (10Y)Largest decline over 10 years | -52.60% | -39.30% | -13.30% |
Current DrawdownCurrent decline from peak | -6.48% | -8.13% | +1.65% |
Average DrawdownAverage peak-to-trough decline | -8.38% | -8.17% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.75% | +0.15% |
Volatility
TIMVX vs. VIMAX - Volatility Comparison
TIAA-CREF Mid-Cap Value Fund (TIMVX) has a higher volatility of 5.18% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 4.23%. This indicates that TIMVX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIMVX | VIMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 4.23% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 9.43% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.60% | 17.58% | +1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.74% | 17.63% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.67% | 18.90% | +2.77% |