TANDX
Price
$37.71
Change
+$0.10 (+0.27%)
Updated
May 9 closing price
Net Assets
31.87M
VFIAX
Price
$522.74
Change
-$0.28 (-0.05%)
Updated
May 9 closing price
Net Assets
1.33T
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TANDX vs VFIAX

Header iconTANDX vs VFIAX Comparison
Open Charts TANDX vs VFIAXBanner chart's image
Castle Tandem No-Load
Price$37.71
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets31.87M
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
TANDX vs VFIAX Comparison Chart
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TANDX vs. VFIAX commentary
May 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. TANDX (31.9M). VFIAX pays higher dividends than TANDX: VFIAX (1.36) vs TANDX (0.96). TANDX was incepted earlier than VFIAX: TANDX (6 years) vs VFIAX (25 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 : 8.59 vs. TANDX (7.83). VFIAX return over 5 years is better than : 93.15 vs. TANDX (40.24).
TANDXVFIAXTANDX / VFIAX
Total Expense Ratio1.010.042,525%
Annual Report Gross Expense Ratio1.590.043,975%
Fund Existence6 years25 years-
Gain YTD4.867-3.675-132%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets31.9M1.34T0%
Annual Yield % from dividends0.961.3671%
Returns for 1 year7.838.5991%
Returns for 3 years23.1441.5456%
Returns for 5 years40.2493.1543%
Returns for 10 yearsN/A169.85-
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