TISCX vs. VIIIX
Compare and contrast key facts about TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
TISCX is managed by TIAA Investments. It was launched on Jul 1, 1999. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TISCX or VIIIX.
Correlation
The correlation between TISCX and VIIIX is 0.98, 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.
Performance
TISCX vs. VIIIX - Performance Comparison
Key characteristics
TISCX:
1.66
VIIIX:
2.08
TISCX:
2.32
VIIIX:
2.77
TISCX:
1.30
VIIIX:
1.38
TISCX:
1.40
VIIIX:
3.09
TISCX:
9.36
VIIIX:
13.43
TISCX:
2.28%
VIIIX:
1.95%
TISCX:
12.83%
VIIIX:
12.58%
TISCX:
-55.12%
VIIIX:
-55.18%
TISCX:
-5.51%
VIIIX:
-2.57%
Returns By Period
In the year-to-date period, TISCX achieves a 19.08% return, which is significantly lower than VIIIX's 25.65% return. Over the past 10 years, TISCX has underperformed VIIIX with an annualized return of 7.65%, while VIIIX has yielded a comparatively higher 11.93% annualized return.
TISCX
19.08%
-4.12%
6.25%
19.59%
9.38%
7.65%
VIIIX
25.65%
-0.19%
9.24%
24.62%
12.81%
11.93%
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TISCX vs. VIIIX - Expense Ratio Comparison
TISCX has a 0.17% expense ratio, which is higher than VIIIX's 0.02% 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%.
Risk-Adjusted Performance
TISCX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
TISCX vs. VIIIX - Dividend Comparison
TISCX's dividend yield for the trailing twelve months is around 16.62%, more than VIIIX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISCX TIAA-CREF Social Choice Equity Fund | 16.62% | 1.58% | 1.62% | 1.16% | 1.23% | 1.57% | 1.86% | 1.61% | 2.38% | 1.93% | 1.42% | 1.40% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.27% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% | 1.87% |
Drawdowns
TISCX vs. VIIIX - Drawdown Comparison
The maximum TISCX drawdown since its inception was -55.12%, roughly equal to the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for TISCX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
TISCX vs. VIIIX - Volatility Comparison
TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) have volatilities of 3.95% and 3.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.