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TANDX vs VTSAX
TANDX vs VTSAX Comparison
Open Charts TANDX vs VTSAX
Castle Tandem Institutional
Price$38.14
Change-$0.10 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
TANDX vs VTSAX Comparison Chart
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TANDX vs. VTSAX 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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. TANDX (32.3M). VTSAX pays higher dividends than TANDX: VTSAX (1.35) vs TANDX (0.90). TANDX was incepted earlier than VTSAX: TANDX (6 years) vs VTSAX (24 years). TANDX is a more actively managed with annual turnover of: 13.64 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than TANDX: VTSAX (3000) vs TANDX (10000). VTSAX annual gain was more profitable for investors over the last year : 30.54 vs. TANDX (15.31). VTSAX return over 5 years is better than : 83.75 vs. TANDX (41.21).
| TANDX | VTSAX | TANDX / VTSAX | |
| 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 | 22.422 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 1.73T | 0% |
| Annual Yield % from dividends | 0.90 | 1.35 | 67% |
| Returns for 1 year | 15.31 | 30.54 | 50% |
| Returns for 3 years | 6.47 | 19.92 | 32% |
| Returns for 5 years | 41.21 | 83.75 | 49% |
| Returns for 10 years | N/A | 186.74 | - |
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