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TANDX vs VFIAX
TANDX vs VFIAX Comparison
Open Charts TANDX vs VFIAX
Castle Tandem Institutional
Price$37.50
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets31.43M
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
TANDX vs VFIAX Comparison Chart
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TANDX vs. VFIAX 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 TANDX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. TANDX (31.4M). VFIAX pays higher dividends than TANDX: VFIAX (1.32) vs TANDX (0.90). TANDX was incepted earlier than VFIAX: TANDX (6 years) vs VFIAX (24 years). TANDX is a more actively managed with annual turnover of: 13.64 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than TANDX: VFIAX (3000) vs TANDX (10000). VFIAX annual gain was more profitable for investors over the last year : 24.73 vs. TANDX (7.28). VFIAX return over 5 years is better than : 87.32 vs. TANDX (35.61).
| TANDX | VFIAX | TANDX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 3.532 | 2.751 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 1.35T | 0% |
| Annual Yield % from dividends | 0.90 | 1.32 | 68% |
| Returns for 1 year | 7.28 | 24.73 | 29% |
| Returns for 3 years | 13.68 | 33.85 | 40% |
| Returns for 5 years | 35.61 | 87.32 | 41% |
| Returns for 10 years | N/A | 199.28 | - |
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