TRPWX vs. VMCIX

In the year-to-date period, TRPWX achieves a 2.78% return, which is significantly higher than VMCIX's 2.42% return. Over the past 10 years, TRPWX has underperformed VMCIX with an annualized return of 0.06%, while VMCIX has yielded a comparatively higher 9.23% annualized return.

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TRPWX has a 0.46% expense ratio, which is higher than VMCIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Mid-Cap Growth Fund (TRPWX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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 TRPWX Sharpe Ratio is 0.35, which is lower than the VMCIX Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of TRPWX and VMCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRPWX has not paid dividends to shareholders, while VMCIX's dividend yield for the trailing twelve months is around 1.54%.

The maximum TRPWX drawdown since its inception was -61.50%, roughly equal to the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for TRPWX and VMCIX. For additional features, visit the drawdowns tool.

TIAA-CREF Mid-Cap Growth Fund (TRPWX) has a higher volatility of 7.55% compared to Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) at 5.27%. This indicates that TRPWX's price experiences larger fluctuations and is considered to be riskier than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.