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TANDX vs VFINX
TANDX vs VFINX Comparison
Open Charts TANDX vs VFINX
Castle Tandem Institutional
Price$38.03
Change-$0.06 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$559.88
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
TANDX vs VFINX Comparison Chart
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TANDX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. TANDX (30.9M). 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 : 27.63 vs. TANDX (10.75). VFINX return over 5 years is better than : 88.65 vs. TANDX (39.37).
| 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 | 9.786 | 27.275 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.37T | 0% |
| Annual Yield % from dividends | 0.90 | 1.24 | 73% |
| Returns for 1 year | 10.75 | 27.63 | 39% |
| Returns for 3 years | 5.26 | 30.99 | 17% |
| Returns for 5 years | 39.37 | 88.65 | 44% |
| Returns for 10 years | N/A | 193.62 | - |
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