TRLIX vs. FSKAX

In the year-to-date period, TRLIX achieves a 3.08% return, which is significantly higher than FSKAX's 0.53% return. Over the past 10 years, TRLIX has underperformed FSKAX with an annualized return of 3.78%, while FSKAX has yielded a comparatively higher 12.12% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TRLIX has a 0.41% expense ratio, which is higher than FSKAX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large Cap Value Fund (TRLIX) and Fidelity Total Market Index Fund (FSKAX). 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.

The current TRLIX Sharpe Ratio is 0.50, which is comparable to the FSKAX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of TRLIX and FSKAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRLIX's dividend yield for the trailing twelve months is around 3.89%, more than FSKAX's 1.09% yield.

The maximum TRLIX drawdown since its inception was -64.10%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for TRLIX and FSKAX.

The current volatility for TIAA-CREF Large Cap Value Fund (TRLIX) is 4.38%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.87%. This indicates that TRLIX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.