TANDX
Price
$38.44
Change
+$0.05 (+0.13%)
Updated
Jul 25 closing price
Net Assets
34.81M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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TANDX vs VTSMX

Header iconTANDX vs VTSMX Comparison
Open Charts TANDX vs VTSMXBanner chart's image
Castle Tandem No-Load
Price$38.44
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets34.81M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
TANDX vs VTSMX Comparison Chart in %
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TANDX vs. VTSMX commentary
Jul 28, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. TANDX (34.8M). VTSMX pays higher dividends than TANDX: VTSMX (1.12) vs TANDX (0.94). TANDX was incepted earlier than VTSMX: TANDX (6 years) vs VTSMX (33 years). TANDX (1.59) is less costly to investors than VTSMX (0.14). TANDX is a more actively managed with annual turnover of: 11.43 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than TANDX: VTSMX (3000) vs TANDX (10000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. TANDX (8.69). VTSMX return over 5 years is better than : 93.51 vs. TANDX (33.36).
TANDXVTSMXTANDX / VTSMX
Total Expense Ratio1.010.14721%
Annual Report Gross Expense Ratio1.590.141,136%
Fund Existence6 years33 years-
Gain YTD6.8978.28783%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets34.8M1.91T0%
Annual Yield % from dividends0.941.1284%
Returns for 1 year8.6917.7549%
Returns for 3 years21.4660.6035%
Returns for 5 years33.3693.5136%
Returns for 10 yearsN/A200.97-
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