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TANDX vs VFIAX
TANDX vs VFIAX Comparison
Open Charts TANDX vs VFIAX
Castle Tandem Institutional
Price$36.87
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets30.98M
Vanguard 500 Index Admiral
Price$517.98
Change+$2.53 (+0.49%)
VolumeN/A
Net Assets1.4T
TANDX vs VFIAX Comparison Chart
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TANDX vs. VFIAX 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 TANDX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. TANDX (31M). VFIAX pays higher dividends than TANDX: VFIAX (1.22) vs TANDX (0.95). TANDX was incepted earlier than VFIAX: TANDX (6 years) vs VFIAX (24 years). TANDX (1.59) is less costly to investors than VFIAX (0.04). TANDX is a more actively managed with annual turnover of: 11.43 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 : 7.72 vs. TANDX (4.08). VFIAX return over 5 years is better than : 106.33 vs. TANDX (47.97).
| TANDX | VFIAX | TANDX / VFIAX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.59 | 0.04 | 3,975% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 3.254 | -5.032 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 1.4T | 0% |
| Annual Yield % from dividends | 0.95 | 1.22 | 78% |
| Returns for 1 year | 4.08 | 7.72 | 53% |
| Returns for 3 years | 16.53 | 32.60 | 51% |
| Returns for 5 years | 47.97 | 106.33 | 45% |
| Returns for 10 years | N/A | 171.30 | - |
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