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TANDX vs VFINX
TANDX vs VFINX Comparison
Open Charts TANDX vs VFINX
Castle Tandem Institutional
Price$37.50
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets31.43M
Vanguard 500 Index Investor
Price$560.68
Change+$2.95 (+0.53%)
VolumeN/A
Net Assets1.35T
TANDX vs VFINX Comparison Chart
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TANDX vs. VFINX commentary
Jan 31, 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. TANDX (31.4M). VFINX pays higher dividends than TANDX: VFINX (1.24) vs TANDX (0.90). TANDX was incepted earlier than VFINX: TANDX (6 years) vs VFINX (48 years). TANDX is a more actively managed with annual turnover of: 13.64 vs. VFINX (2.00). VFINX has a lower initial minimum investment than TANDX: VFINX (0) vs TANDX (10000). VFINX annual gain was more profitable for investors over the last year : 24.72 vs. TANDX (7.28). VFINX return over 5 years is better than : 87.33 vs. TANDX (35.61).
| TANDX | VFINX | TANDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 48 years | - |
| Gain YTD | 3.532 | 2.743 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 1.35T | 0% |
| Annual Yield % from dividends | 0.90 | 1.24 | 73% |
| Returns for 1 year | 7.28 | 24.72 | 29% |
| Returns for 3 years | 13.68 | 33.85 | 40% |
| Returns for 5 years | 35.61 | 87.33 | 41% |
| Returns for 10 years | N/A | 199.31 | - |
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