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TANDX vs VFIAX
TANDX vs VFIAX Comparison
Open Charts TANDX vs VFIAX
Castle Tandem Institutional
Price$38.14
Change-$0.10 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
TANDX vs VFIAX Comparison Chart
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TANDX vs. VFIAX commentary
Nov 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 StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. TANDX (32.3M). 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 : 30.22 vs. TANDX (15.31). VFIAX return over 5 years is better than : 88.12 vs. TANDX (41.21).
| 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 | 10.104 | 23.347 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 1.28T | 0% |
| Annual Yield % from dividends | 0.90 | 1.32 | 68% |
| Returns for 1 year | 15.31 | 30.22 | 51% |
| Returns for 3 years | 6.47 | 24.93 | 26% |
| Returns for 5 years | 41.21 | 88.12 | 47% |
| Returns for 10 years | N/A | 187.71 | - |
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