Correlation
The correlation between TISCX and VSMPX is 0.97, 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.
TISCX vs. VSMPX
Compare and contrast key facts about TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
TISCX is managed by TIAA Investments. It was launched on Jul 1, 1999. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TISCX or VSMPX.
Performance
TISCX vs. VSMPX - Performance Comparison
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Key characteristics
TISCX:
-0.03
VSMPX:
0.71
TISCX:
0.14
VSMPX:
1.17
TISCX:
1.02
VSMPX:
1.17
TISCX:
-0.00
VSMPX:
0.78
TISCX:
-0.00
VSMPX:
2.90
TISCX:
12.80%
VSMPX:
5.18%
TISCX:
21.75%
VSMPX:
20.07%
TISCX:
-55.12%
VSMPX:
-34.97%
TISCX:
-14.40%
VSMPX:
-2.88%
Returns By Period
In the year-to-date period, TISCX achieves a 4.41% return, which is significantly higher than VSMPX's 1.60% return. Over the past 10 years, TISCX has underperformed VSMPX with an annualized return of 6.57%, while VSMPX has yielded a comparatively higher 12.33% annualized return.
TISCX
4.41%
5.09%
-13.90%
-0.73%
5.63%
7.75%
6.57%
VSMPX
1.60%
5.17%
-1.70%
14.14%
14.26%
14.91%
12.33%
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TISCX vs. VSMPX - Expense Ratio Comparison
TISCX has a 0.17% expense ratio, which is higher than VSMPX'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. VSMPX — Risk-Adjusted Performance Rank
TISCX
VSMPX
TISCX vs. VSMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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.
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Dividends
TISCX vs. VSMPX - Dividend Comparison
TISCX's dividend yield for the trailing twelve months is around 16.03%, more than VSMPX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISCX TIAA-CREF Social Choice Equity Fund | 16.03% | 16.74% | 5.63% | 4.99% | 9.46% | 1.38% | 4.84% | 9.85% | 3.99% | 6.84% | 5.44% | 2.55% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.28% | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% |
Drawdowns
TISCX vs. VSMPX - Drawdown Comparison
The maximum TISCX drawdown since its inception was -55.12%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for TISCX and VSMPX.
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Volatility
TISCX vs. VSMPX - Volatility Comparison
The current volatility for TIAA-CREF Social Choice Equity Fund (TISCX) is 4.54%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 4.79%. This indicates that TISCX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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