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FXAIX vs TANDX
FXAIX vs TANDX Comparison
Open Charts FXAIX vs TANDX
Castle Tandem Institutional
Price$36.87
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets30.98M
FXAIX vs TANDX Comparison Chart
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FXAIX vs. TANDX commentary
Mar 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FXAIX is a Buy and TANDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. TANDX (31M). FXAIX pays higher dividends than TANDX: FXAIX (1.23) vs TANDX (0.95). FXAIX was incepted earlier than TANDX: FXAIX (14 years) vs TANDX (6 years). TANDX (1.59) is less costly to investors than FXAIX (0.01). TANDX is a more actively managed with annual turnover of: 11.43 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than TANDX: FXAIX (0) vs TANDX (10000). FXAIX annual gain was more profitable for investors over the last year : 9.12 vs. TANDX (4.08). FXAIX return over 5 years is better than : 122.03 vs. TANDX (47.97).
| FXAIX | TANDX | FXAIX / TANDX | |
| Total Expense Ratio | 0.01 | 1.19 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.59 | 1% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -5.025 | 3.254 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 31M | 2,038,710% |
| Annual Yield % from dividends | 1.23 | 0.95 | 130% |
| Returns for 1 year | 9.12 | 4.08 | 223% |
| Returns for 3 years | 38.75 | 16.53 | 234% |
| Returns for 5 years | 122.03 | 47.97 | 254% |
| Returns for 10 years | 194.60 | N/A | - |
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