Castle Tandem Fund (TANDX) Alternatives
Castle Tandem Fund (TANDX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TANDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TANDX
TANDX charges 1.59% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among TANDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | TANDX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | TANDX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | TANDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | TANDX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | TANDX vs SSSYX |
Best Risk-Adjusted Alternatives to TANDX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | TANDX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | TANDX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | TANDX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | TANDX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | TANDX vs DHAMX |
Top Performing TANDX Alternatives (YTD)
TANDX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | TANDX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | TANDX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | TANDX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | TANDX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | TANDX vs RCKSX |
Lowest Volatility Alternatives to TANDX
TANDX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | TANDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | TANDX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | TANDX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | TANDX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | TANDX vs QUERX |
Lowest Drawdown Alternatives to TANDX
TANDX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | TANDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | TANDX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | TANDX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | TANDX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | TANDX vs GQEIX |
Often Compared With TANDX
What investors most often compare with TANDX, based on PortfoliosLab usage data.
Compare TANDX with Any Fund or Stock
Compare TANDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.