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 a closer substitute for your current allocation.
Cheapest Alternatives to TANDX
TANDX charges 1.59% annually. There are 380 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | TANDX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | TANDX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | TANDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | TANDX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | TANDX vs SWPPX |
Best Risk-Adjusted Alternatives to TANDX
TANDX has a PortfoliosLab risk / return rank of 0. There are 399 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | TANDX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | TANDX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | TANDX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | TANDX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | TANDX vs GTLOX |
Top Performing TANDX Alternatives (YTD)
TANDX is at -10.08% YTD. There are 400 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | TANDX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | TANDX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | TANDX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | TANDX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | TANDX vs RESGX |
Lowest Volatility Alternatives to TANDX
TANDX has 10.01% 1-year volatility. There are 19 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | TANDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | TANDX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | TANDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | TANDX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | TANDX vs JEPIX |
Lowest Drawdown Alternatives to TANDX
TANDX has a 1-year max drawdown of -16.88%. There are 392 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | TANDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | TANDX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | TANDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | TANDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | TANDX vs QUERX |
Often Compared With TANDX
Investors most often compare TANDX with MUHLX, AFIFX, BFSAX. These 20 comparison targets span 3 categories, 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.
Pair TANDX with funds that move differently
Castle Tandem Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TANDX.
Explore TANDX Diversifiers