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TANDX vs VTSAX
TANDX vs VTSAX Comparison
Open Charts TANDX vs VTSAX
Castle Tandem Institutional
Price$37.50
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets31.43M
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
TANDX vs VTSAX Comparison Chart
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TANDX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. TANDX (31.4M). 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 : 24.49 vs. TANDX (7.28). VTSAX return over 5 years is better than : 83.08 vs. TANDX (35.61).
| 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 | 3.532 | 2.992 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 1.78T | 0% |
| Annual Yield % from dividends | 0.90 | 1.35 | 67% |
| Returns for 1 year | 7.28 | 24.49 | 30% |
| Returns for 3 years | 13.68 | 31.85 | 43% |
| Returns for 5 years | 35.61 | 83.08 | 43% |
| Returns for 10 years | N/A | 197.28 | - |
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