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FXAIX vs TANDX
FXAIX vs TANDX Comparison
Open Charts FXAIX vs TANDX
Castle Tandem Institutional
Price$37.50
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets31.43M
FXAIX vs TANDX Comparison Chart
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FXAIX vs. TANDX commentary
Jan 31, 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 StrongBuy and TANDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. TANDX (31.4M). FXAIX pays higher dividends than TANDX: FXAIX (1.31) vs TANDX (0.90). FXAIX was incepted earlier than TANDX: FXAIX (14 years) vs TANDX (6 years). TANDX is a more actively managed with annual turnover of: 13.64 vs. FXAIX (3.00). 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 : 26.33 vs. TANDX (7.28). FXAIX return over 5 years is better than : 102.48 vs. TANDX (35.61).
| FXAIX | TANDX | FXAIX / TANDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 2.752 | 3.532 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 31.4M | 1,971,338% |
| Annual Yield % from dividends | 1.31 | 0.90 | 145% |
| Returns for 1 year | 26.33 | 7.28 | 362% |
| Returns for 3 years | 40.05 | 13.68 | 293% |
| Returns for 5 years | 102.48 | 35.61 | 288% |
| Returns for 10 years | 225.00 | N/A | - |
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