TLYIX vs. PRWCX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
TLYIX is managed by TIAA Investments. It was launched on Sep 29, 2009. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLYIX or PRWCX.
Key characteristics
| TLYIX | PRWCX | |
|---|---|---|
| YTD Return | 11.92% | 11.35% |
| 1Y Return | 19.49% | 17.60% |
| 3Y Return (Ann) | 4.03% | 6.64% |
| 5Y Return (Ann) | 8.80% | 11.31% |
| 10Y Return (Ann) | 7.91% | 10.78% |
| Sharpe Ratio | 1.90 | 2.22 |
| Daily Std Dev | 10.22% | 7.97% |
| Max Drawdown | -26.39% | -41.77% |
| Current Drawdown | -0.07% | -0.11% |
Correlation
The correlation between TLYIX and PRWCX is 0.93, 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
TLYIX vs. PRWCX - Performance Comparison
The year-to-date returns for both stocks are quite close, with TLYIX having a 11.92% return and PRWCX slightly lower at 11.35%. Over the past 10 years, TLYIX has underperformed PRWCX with an annualized return of 7.91%, while PRWCX has yielded a comparatively higher 10.78% 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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TLYIX vs. PRWCX - Expense Ratio Comparison
TLYIX has a 0.10% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
TLYIX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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
TLYIX vs. PRWCX - Dividend Comparison
TLYIX's dividend yield for the trailing twelve months is around 1.96%, less than PRWCX's 3.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLYIX TIAA-CREF Lifecycle Index 2035 Fund | 1.96% | 2.19% | 2.70% | 2.89% | 2.03% | 2.26% | 2.73% | 2.06% | 2.56% | 2.43% | 2.29% | 2.43% |
PRWCX T. Rowe Price Capital Appreciation Fund | 3.73% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% | 10.03% | 6.00% |
Drawdowns
TLYIX vs. PRWCX - Drawdown Comparison
The maximum TLYIX drawdown since its inception was -26.39%, smaller than the maximum PRWCX drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for TLYIX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
TLYIX vs. PRWCX - Volatility Comparison
TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) has a higher volatility of 2.85% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 2.38%. This indicates that TLYIX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.