TISCX vs. VIMSX
Compare and contrast key facts about TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Mid Cap Index Fund (VIMSX).
TISCX is managed by TIAA Investments. It was launched on Jul 1, 1999. VIMSX is managed by Vanguard. It was launched on May 21, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TISCX or VIMSX.
Correlation
The correlation between TISCX and VIMSX is 0.95, 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. VIMSX - Performance Comparison
Key characteristics
TISCX:
1.66
VIMSX:
1.51
TISCX:
2.32
VIMSX:
2.09
TISCX:
1.30
VIMSX:
1.27
TISCX:
1.40
VIMSX:
1.81
TISCX:
9.36
VIMSX:
8.52
TISCX:
2.28%
VIMSX:
2.23%
TISCX:
12.83%
VIMSX:
12.55%
TISCX:
-55.12%
VIMSX:
-58.96%
TISCX:
-5.51%
VIMSX:
-5.79%
Returns By Period
In the year-to-date period, TISCX achieves a 19.08% return, which is significantly higher than VIMSX's 16.40% return. Over the past 10 years, TISCX has underperformed VIMSX with an annualized return of 7.65%, while VIMSX has yielded a comparatively higher 9.45% annualized return.
TISCX
19.08%
-4.12%
6.25%
19.59%
9.38%
7.65%
VIMSX
16.40%
-4.00%
10.58%
16.94%
10.04%
9.45%
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TISCX vs. VIMSX - Expense Ratio Comparison
Both TISCX and VIMSX have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
TISCX vs. VIMSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Mid Cap Index Fund (VIMSX). 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. VIMSX - Dividend Comparison
TISCX's dividend yield for the trailing twelve months is around 16.62%, more than VIMSX's 0.97% 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% |
VIMSX Vanguard Mid Cap Index Fund | 0.97% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% | 1.03% |
Drawdowns
TISCX vs. VIMSX - Drawdown Comparison
The maximum TISCX drawdown since its inception was -55.12%, smaller than the maximum VIMSX drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for TISCX and VIMSX. For additional features, visit the drawdowns tool.
Volatility
TISCX vs. VIMSX - Volatility Comparison
The current volatility for TIAA-CREF Social Choice Equity Fund (TISCX) is 3.95%, while Vanguard Mid Cap Index Fund (VIMSX) has a volatility of 4.69%. This indicates that TISCX experiences smaller price fluctuations and is considered to be less risky than VIMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.