TRLIX vs. TRPWX
Compare and contrast key facts about TIAA-CREF Large Cap Value Fund (TRLIX) and TIAA-CREF Mid-Cap Growth Fund (TRPWX).
TRLIX is managed by TIAA Investments. It was launched on Oct 1, 2002. TRPWX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
TRLIX vs. TRPWX - Performance Comparison
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TRLIX vs. TRPWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRLIX TIAA-CREF Large Cap Value Fund | -0.63% | 17.44% | 14.79% | 14.35% | -7.03% | 27.10% | 3.59% | 28.83% | -14.29% | 10.89% |
TRPWX TIAA-CREF Mid-Cap Growth Fund | -9.49% | 4.26% | 8.50% | 21.45% | -33.08% | 2.88% | 45.32% | 33.47% | -8.63% | 25.57% |
Returns By Period
In the year-to-date period, TRLIX achieves a -0.63% return, which is significantly higher than TRPWX's -9.49% return. Over the past 10 years, TRLIX has outperformed TRPWX with an annualized return of 10.41%, while TRPWX has yielded a comparatively lower 7.21% annualized return.
TRLIX
- 1D
- -0.17%
- 1M
- -6.77%
- YTD
- -0.63%
- 6M
- 3.36%
- 1Y
- 13.61%
- 3Y*
- 15.05%
- 5Y*
- 10.13%
- 10Y*
- 10.41%
TRPWX
- 1D
- -1.60%
- 1M
- -8.64%
- YTD
- -9.49%
- 6M
- -13.94%
- 1Y
- 5.85%
- 3Y*
- 4.25%
- 5Y*
- -3.19%
- 10Y*
- 7.21%
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TRLIX vs. TRPWX - Expense Ratio Comparison
TRLIX has a 0.41% expense ratio, which is lower than TRPWX's 0.46% expense ratio.
Return for Risk
TRLIX vs. TRPWX — Risk / Return Rank
TRLIX
TRPWX
TRLIX vs. TRPWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large Cap Value Fund (TRLIX) and TIAA-CREF Mid-Cap Growth Fund (TRPWX). 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.
| TRLIX | TRPWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.24 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.38 | 0.51 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.07 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.09 | +1.02 |
Martin ratioReturn relative to average drawdown | 4.93 | 0.28 | +4.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRLIX | TRPWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.24 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | -0.14 | +0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.31 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.42 | +0.05 |
Correlation
The correlation between TRLIX and TRPWX is 0.83, 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.
Dividends
TRLIX vs. TRPWX - Dividend Comparison
TRLIX's dividend yield for the trailing twelve months is around 8.88%, less than TRPWX's 12.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRLIX TIAA-CREF Large Cap Value Fund | 8.88% | 8.82% | 4.01% | 8.58% | 6.13% | 9.19% | 1.89% | 2.08% | 12.82% | 5.19% | 4.29% | 1.11% |
TRPWX TIAA-CREF Mid-Cap Growth Fund | 12.12% | 10.97% | 0.00% | 0.18% | 0.60% | 15.18% | 11.52% | 11.22% | 17.00% | 9.47% | 0.51% | 8.63% |
Drawdowns
TRLIX vs. TRPWX - Drawdown Comparison
The maximum TRLIX drawdown since its inception was -61.94%, which is greater than TRPWX's maximum drawdown of -58.68%. Use the drawdown chart below to compare losses from any high point for TRLIX and TRPWX.
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Drawdown Indicators
| TRLIX | TRPWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.94% | -58.68% | -3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -15.51% | +3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -20.13% | -44.12% | +23.99% |
Max Drawdown (10Y)Largest decline over 10 years | -38.54% | -44.12% | +5.58% |
Current DrawdownCurrent decline from peak | -7.35% | -24.89% | +17.54% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -11.37% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 5.19% | -2.58% |
Volatility
TRLIX vs. TRPWX - Volatility Comparison
The current volatility for TIAA-CREF Large Cap Value Fund (TRLIX) is 3.62%, while TIAA-CREF Mid-Cap Growth Fund (TRPWX) has a volatility of 5.84%. This indicates that TRLIX experiences smaller price fluctuations and is considered to be less risky than TRPWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRLIX | TRPWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 5.84% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.04% | 13.26% | -5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 23.32% | -7.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 23.48% | -8.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 23.21% | -5.17% |