TISCX vs. VINIX
Compare and contrast key facts about TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
TISCX is managed by TIAA Investments. It was launched on Jul 1, 1999. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TISCX or VINIX.
Key characteristics
| TISCX | VINIX | |
|---|---|---|
| YTD Return | 24.00% | 27.12% |
| 1Y Return | 38.78% | 39.85% |
| 3Y Return (Ann) | 7.79% | 10.26% |
| 5Y Return (Ann) | 14.91% | 15.98% |
| 10Y Return (Ann) | 12.32% | 13.43% |
| Sharpe Ratio | 2.47 | 3.13 |
| Sortino Ratio | 3.24 | 4.16 |
| Omega Ratio | 1.51 | 1.58 |
| Calmar Ratio | 3.60 | 4.59 |
| Martin Ratio | 17.05 | 20.76 |
| Ulcer Index | 2.20% | 1.87% |
| Daily Std Dev | 15.22% | 12.39% |
| Max Drawdown | -54.64% | -55.19% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between TISCX and VINIX 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. VINIX - Performance Comparison
In the year-to-date period, TISCX achieves a 24.00% return, which is significantly lower than VINIX's 27.12% return. Over the past 10 years, TISCX has underperformed VINIX with an annualized return of 12.32%, while VINIX has yielded a comparatively higher 13.43% 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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TISCX vs. VINIX - Expense Ratio Comparison
TISCX has a 0.17% expense ratio, which is higher than VINIX'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%.
Risk-Adjusted Performance
TISCX vs. VINIX - 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 Shares (VINIX). 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. VINIX - Dividend Comparison
TISCX's dividend yield for the trailing twelve months is around 1.28%, more than VINIX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISCX TIAA-CREF Social Choice Equity Fund | 1.28% | 1.58% | 1.62% | 1.16% | 1.23% | 1.57% | 1.86% | 1.61% | 2.38% | 1.93% | 1.42% | 1.40% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.24% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% | 1.85% |
Drawdowns
TISCX vs. VINIX - Drawdown Comparison
The maximum TISCX drawdown since its inception was -54.64%, roughly equal to the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TISCX and VINIX. For additional features, visit the drawdowns tool.
Volatility
TISCX vs. VINIX - Volatility Comparison
TIAA-CREF Social Choice Equity Fund (TISCX) has a higher volatility of 4.15% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 3.91%. This indicates that TISCX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.