TANDX
Price
$37.61
Change
-$0.14 (-0.37%)
Updated
Jun 20 closing price
Net Assets
33.6M
VFINX
Price
$552.25
Change
-$1.18 (-0.21%)
Updated
Jun 20 closing price
Net Assets
1.43T
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TANDX vs VFINX

Header iconTANDX vs VFINX Comparison
Open Charts TANDX vs VFINXBanner chart's image
Castle Tandem No-Load
Price$37.61
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets33.6M
Vanguard 500 Index Investor
Price$552.25
Change-$1.18 (-0.21%)
VolumeN/A
Net Assets1.43T
TANDX vs VFINX Comparison Chart in %
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TANDX vs. VFINX commentary
Jun 23, 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 Hold and VFINX is a Buy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. TANDX (33.6M). VFINX pays higher dividends than TANDX: VFINX (1.18) vs TANDX (0.94). TANDX was incepted earlier than VFINX: TANDX (6 years) vs VFINX (49 years). TANDX (1.59) is less costly to investors than VFINX (0.14). TANDX is a more actively managed with annual turnover of: 11.43 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 : 9.07 vs. TANDX (7.03). VFINX return over 5 years is better than : 92.49 vs. TANDX (35.51).
TANDXVFINXTANDX / VFINX
Total Expense Ratio1.010.14721%
Annual Report Gross Expense Ratio1.590.141,136%
Fund Existence6 years49 years-
Gain YTD4.5881.747263%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.6M1.43T0%
Annual Yield % from dividends0.941.1880%
Returns for 1 year7.039.0778%
Returns for 3 years25.9458.5344%
Returns for 5 years35.5192.4938%
Returns for 10 yearsN/A182.29-
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