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TANDX vs VTSAX
TANDX vs VTSAX Comparison
Open Charts TANDX vs VTSAX
Castle Tandem Institutional
Price$38.03
Change-$0.06 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$145.87
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
TANDX vs VTSAX Comparison Chart
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TANDX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. TANDX (30.9M). 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 : 26.91 vs. TANDX (10.75). VTSAX return over 5 years is better than : 84.17 vs. TANDX (39.37).
| 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 | 9.786 | 26.390 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.84T | 0% |
| Annual Yield % from dividends | 0.90 | 1.35 | 67% |
| Returns for 1 year | 10.75 | 26.91 | 40% |
| Returns for 3 years | 5.26 | 27.89 | 19% |
| Returns for 5 years | 39.37 | 84.17 | 47% |
| Returns for 10 years | N/A | 192.77 | - |
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