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TANDX vs VFIAX
TANDX vs VFIAX Comparison
Open Charts TANDX vs VFIAX
Castle Tandem Institutional
Price$38.44
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$539.32
Change-$0.09 (-0.02%)
VolumeN/A
CapitalizationN/A
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TANDX vs VFIAX Comparison Chart
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TANDX vs. VFIAX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. TANDX (32.6M). 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 : 33.69 vs. TANDX (18.76). VFIAX return over 5 years is better than : 95.76 vs. TANDX (44.92).
| 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 | 11.114 | 22.645 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 1.28T | 0% |
| Annual Yield % from dividends | 0.90 | 1.32 | 68% |
| Returns for 1 year | 18.76 | 33.69 | 56% |
| Returns for 3 years | 11.74 | 30.72 | 38% |
| Returns for 5 years | 44.92 | 95.76 | 47% |
| Returns for 10 years | N/A | 211.70 | - |
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