TISBX vs. VMCIX
Compare and contrast key facts about TIAA-CREF Small-Cap Blend Index Fund (TISBX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
TISBX is managed by TIAA Investments. It was launched on Oct 1, 2002. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Performance
TISBX vs. VMCIX - Performance Comparison
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TISBX vs. VMCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | -2.48% | 12.72% | 11.60% | 17.07% | -20.31% | 14.85% | 20.14% | 25.61% | -10.99% | 13.14% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | -2.79% | 11.67% | 14.68% | 16.54% | -18.70% | 24.53% | 18.20% | 31.04% | -9.25% | 19.30% |
Returns By Period
In the year-to-date period, TISBX achieves a -2.48% return, which is significantly higher than VMCIX's -2.79% return. Over the past 10 years, TISBX has underperformed VMCIX with an annualized return of 9.40%, while VMCIX has yielded a comparatively higher 10.43% annualized return.
TISBX
- 1D
- -1.45%
- 1M
- -8.16%
- YTD
- -2.48%
- 6M
- -0.39%
- 1Y
- 21.39%
- 3Y*
- 11.79%
- 5Y*
- 3.13%
- 10Y*
- 9.40%
VMCIX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.79%
- 6M
- -3.58%
- 1Y
- 10.31%
- 3Y*
- 11.79%
- 5Y*
- 6.51%
- 10Y*
- 10.43%
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TISBX vs. VMCIX - Expense Ratio Comparison
TISBX has a 0.05% expense ratio, which is higher than VMCIX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
TISBX vs. VMCIX — Risk / Return Rank
TISBX
VMCIX
TISBX vs. VMCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Small-Cap Blend Index Fund (TISBX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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.
| TISBX | VMCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.63 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.39 | 0.99 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 0.73 | +0.49 |
Martin ratioReturn relative to average drawdown | 4.66 | 3.40 | +1.27 |
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
| TISBX | VMCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.63 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.37 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.55 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.47 | -0.11 |
Correlation
The correlation between TISBX and VMCIX is 0.92, 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
TISBX vs. VMCIX - Dividend Comparison
TISBX's dividend yield for the trailing twelve months is around 4.23%, more than VMCIX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 4.23% | 4.12% | 6.82% | 3.09% | 1.97% | 8.96% | 2.65% | 5.16% | 9.29% | 4.49% | 4.03% | 4.77% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.54% | 1.52% | 1.49% | 1.51% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% |
Drawdowns
TISBX vs. VMCIX - Drawdown Comparison
The maximum TISBX drawdown since its inception was -56.50%, roughly equal to the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for TISBX and VMCIX.
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Drawdown Indicators
| TISBX | VMCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.50% | -58.86% | +2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -12.77% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -31.89% | -27.54% | -4.35% |
Max Drawdown (10Y)Largest decline over 10 years | -41.69% | -39.30% | -2.39% |
Current DrawdownCurrent decline from peak | -10.95% | -8.13% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -8.02% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 2.75% | +1.08% |
Volatility
TISBX vs. VMCIX - Volatility Comparison
TIAA-CREF Small-Cap Blend Index Fund (TISBX) has a higher volatility of 6.56% compared to Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) at 4.23%. This indicates that TISBX's price experiences larger fluctuations and is considered to be riskier than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TISBX | VMCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 4.23% | +2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.13% | 9.43% | +4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.17% | 17.58% | +5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 17.63% | +4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 18.90% | +4.47% |