TIREX vs. VSIAX
Compare and contrast key facts about TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
TIREX is managed by TIAA Investments. It was launched on Oct 1, 2002. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIREX or VSIAX.
Key characteristics
| TIREX | VSIAX | |
|---|---|---|
| YTD Return | 9.68% | 19.09% |
| 1Y Return | 29.30% | 38.31% |
| 3Y Return (Ann) | -2.46% | 6.85% |
| 5Y Return (Ann) | 4.67% | 11.95% |
| 10Y Return (Ann) | 7.15% | 9.56% |
| Sharpe Ratio | 1.67 | 2.21 |
| Sortino Ratio | 2.43 | 3.15 |
| Omega Ratio | 1.30 | 1.39 |
| Calmar Ratio | 0.87 | 3.13 |
| Martin Ratio | 6.10 | 13.01 |
| Ulcer Index | 4.61% | 2.92% |
| Daily Std Dev | 16.84% | 17.17% |
| Max Drawdown | -74.18% | -45.39% |
| Current Drawdown | -12.34% | -1.24% |
Correlation
The correlation between TIREX and VSIAX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TIREX vs. VSIAX - Performance Comparison
In the year-to-date period, TIREX achieves a 9.68% return, which is significantly lower than VSIAX's 19.09% return. Over the past 10 years, TIREX has underperformed VSIAX with an annualized return of 7.15%, while VSIAX has yielded a comparatively higher 9.56% 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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TIREX vs. VSIAX - Expense Ratio Comparison
TIREX has a 0.47% expense ratio, which is higher than VSIAX's 0.07% expense ratio.
Risk-Adjusted Performance
TIREX vs. VSIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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
TIREX vs. VSIAX - Dividend Comparison
TIREX's dividend yield for the trailing twelve months is around 2.89%, more than VSIAX's 1.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIREX TIAA-CREF Real Estate Securities Fund Institutional Class | 2.89% | 2.72% | 2.19% | 1.41% | 1.80% | 1.68% | 2.60% | 1.55% | 2.63% | 2.00% | 1.69% | 2.02% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.89% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
Drawdowns
TIREX vs. VSIAX - Drawdown Comparison
The maximum TIREX drawdown since its inception was -74.18%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for TIREX and VSIAX. For additional features, visit the drawdowns tool.
Volatility
TIREX vs. VSIAX - Volatility Comparison
The current volatility for TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) is 5.34%, while Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a volatility of 5.81%. This indicates that TIREX experiences smaller price fluctuations and is considered to be less risky than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.