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TANDX vs VTSAX
TANDX vs VTSAX Comparison
Open Charts TANDX vs VTSAX
Castle Tandem Institutional
Price$36.87
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets30.98M
Vanguard Total Stock Mkt Idx Adm
Price$133.91
Change+$0.62 (+0.47%)
VolumeN/A
Net Assets1.81T
TANDX vs VTSAX Comparison Chart
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TANDX vs. VTSAX commentary
Mar 13, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. TANDX (31M). VTSAX pays higher dividends than TANDX: VTSAX (1.25) vs TANDX (0.95). TANDX was incepted earlier than VTSAX: TANDX (6 years) vs VTSAX (24 years). TANDX (1.59) is less costly to investors than VTSAX (0.04). TANDX is a more actively managed with annual turnover of: 11.43 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 : 6.86 vs. TANDX (4.08). VTSAX return over 5 years is better than : 102.27 vs. TANDX (47.97).
| TANDX | VTSAX | TANDX / VTSAX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.59 | 0.04 | 3,975% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 3.254 | -5.488 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 1.81T | 0% |
| Annual Yield % from dividends | 0.95 | 1.25 | 76% |
| Returns for 1 year | 4.08 | 6.86 | 60% |
| Returns for 3 years | 16.53 | 29.59 | 56% |
| Returns for 5 years | 47.97 | 102.27 | 47% |
| Returns for 10 years | N/A | 166.30 | - |
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