TISBX vs. RGAGX

In the year-to-date period, TISBX achieves a -8.73% return, which is significantly lower than RGAGX's -2.44% return. Over the past 10 years, TISBX has underperformed RGAGX with an annualized return of 2.73%, while RGAGX has yielded a comparatively higher 5.71% annualized return.

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TISBX has a 0.05% expense ratio, which is lower than RGAGX's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Small-Cap Blend Index Fund (TISBX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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 TISBX Sharpe Ratio is -0.23, which is lower than the RGAGX Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of TISBX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TISBX's dividend yield for the trailing twelve months is around 2.00%, more than RGAGX's 0.75% yield.

The maximum TISBX drawdown since its inception was -63.05%, which is greater than RGAGX's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for TISBX and RGAGX. For additional features, visit the drawdowns tool.