TANDX
Price
$38.02
Change
-$0.12 (-0.31%)
Updated
Sep 8 closing price
Net Assets
35.29M
VSMPX
Price
$292.61
Change
+$0.19 (+0.06%)
Updated
Sep 8 closing price
Net Assets
1.95T
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TANDX vs VSMPX

Header iconTANDX vs VSMPX Comparison
Open Charts TANDX vs VSMPXBanner chart's image
Castle Tandem No-Load
Price$38.02
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets35.29M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
TANDX vs VSMPX Comparison Chart in %
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VS
TANDX vs. VSMPX commentary
Sep 09, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. TANDX (35.3M). VSMPX pays higher dividends than TANDX: VSMPX (1.17) vs TANDX (0.94). TANDX was incepted earlier than VSMPX: TANDX (6 years) vs VSMPX (10 years). TANDX (1.59) is less costly to investors than VSMPX (0.02). TANDX is a more actively managed with annual turnover of: 11.43 vs. VSMPX (2.00). TANDX has a lower initial minimum investment than VSMPX: TANDX (10000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.05 vs. TANDX (2.32). VSMPX return over 5 years is better than : 85.03 vs. TANDX (31.73).
TANDXVSMPXTANDX / VSMPX
Total Expense Ratio1.010.025,050%
Annual Report Gross Expense Ratio1.590.027,950%
Fund Existence6 years10 years-
Gain YTD5.72910.35855%
Front LoadN/AN/A-
Min. Initial Investment100001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets35.3M1.95T0%
Annual Yield % from dividends0.941.1780%
Returns for 1 year2.3218.0513%
Returns for 3 years20.3963.7132%
Returns for 5 years31.7385.0337%
Returns for 10 yearsN/A214.57-
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