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TANDX vs VFIAX
TANDX vs VFIAX Comparison
Open Charts TANDX vs VFIAX
Castle Tandem Institutional
Price$38.03
Change-$0.06 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$559.90
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
TANDX vs VFIAX Comparison Chart
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TANDX vs. VFIAX commentary
Dec 18, 2024
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: 1.37T vs. TANDX (30.9M). 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 : 27.64 vs. TANDX (10.75). VFIAX return over 5 years is better than : 88.64 vs. TANDX (39.37).
| 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 | 9.786 | 27.303 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.37T | 0% |
| Annual Yield % from dividends | 0.90 | 1.32 | 68% |
| Returns for 1 year | 10.75 | 27.64 | 39% |
| Returns for 3 years | 5.26 | 30.99 | 17% |
| Returns for 5 years | 39.37 | 88.64 | 44% |
| Returns for 10 years | N/A | 193.66 | - |
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