TRPWX vs. SMCWX
Compare and contrast key facts about TIAA-CREF Mid-Cap Growth Fund (TRPWX) and American Funds SMALLCAP World Fund Class A (SMCWX).
TRPWX is managed by TIAA Investments. It was launched on Oct 1, 2002. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
TRPWX vs. SMCWX - Performance Comparison
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TRPWX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRPWX TIAA-CREF Mid-Cap Growth Fund | -6.10% | 4.26% | 8.50% | 21.45% | -33.08% | 2.88% | 45.32% | 33.47% | -8.63% | 25.57% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, TRPWX achieves a -6.10% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, TRPWX has underperformed SMCWX with an annualized return of 7.61%, while SMCWX has yielded a comparatively higher 9.04% annualized return.
TRPWX
- 1D
- 3.75%
- 1M
- -5.59%
- YTD
- -6.10%
- 6M
- -10.48%
- 1Y
- 8.69%
- 3Y*
- 5.54%
- 5Y*
- -2.83%
- 10Y*
- 7.61%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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TRPWX vs. SMCWX - Expense Ratio Comparison
TRPWX has a 0.46% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
TRPWX vs. SMCWX — Risk / Return Rank
TRPWX
SMCWX
TRPWX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Mid-Cap Growth Fund (TRPWX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| TRPWX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.17 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.72 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.66 | -1.21 |
Martin ratioReturn relative to average drawdown | 1.32 | 6.37 | -5.05 |
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
| TRPWX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.17 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.01 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.51 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.57 | -0.14 |
Correlation
The correlation between TRPWX and SMCWX is 0.90, 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
TRPWX vs. SMCWX - Dividend Comparison
TRPWX's dividend yield for the trailing twelve months is around 11.68%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPWX TIAA-CREF Mid-Cap Growth Fund | 11.68% | 10.97% | 0.00% | 0.18% | 0.60% | 15.18% | 11.52% | 11.22% | 17.00% | 9.47% | 0.51% | 8.63% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
TRPWX vs. SMCWX - Drawdown Comparison
The maximum TRPWX drawdown since its inception was -58.68%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for TRPWX and SMCWX.
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Drawdown Indicators
| TRPWX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.68% | -62.46% | +3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -15.51% | -11.83% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -44.12% | -39.79% | -4.33% |
Max Drawdown (10Y)Largest decline over 10 years | -44.12% | -39.79% | -4.33% |
Current DrawdownCurrent decline from peak | -22.08% | -10.12% | -11.96% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -14.98% | +3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 3.08% | +2.16% |
Volatility
TRPWX vs. SMCWX - Volatility Comparison
The current volatility for TIAA-CREF Mid-Cap Growth Fund (TRPWX) is 7.11%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that TRPWX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRPWX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 7.62% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 11.82% | +1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.57% | 17.93% | +5.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.53% | 18.05% | +5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.24% | 17.76% | +5.48% |