TANDX vs. AFIFX
Compare and contrast key facts about Castle Tandem Fund (TANDX) and American Funds Fundamental Investors Class F-1 (AFIFX).
TANDX is managed by Castle Investment Management. It was launched on Mar 15, 2019. AFIFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
TANDX vs. AFIFX - Performance Comparison
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TANDX vs. AFIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | -9.28% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
AFIFX American Funds Fundamental Investors Class F-1 | -6.14% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 14.68% |
Returns By Period
In the year-to-date period, TANDX achieves a -9.28% return, which is significantly lower than AFIFX's -6.14% return.
TANDX
- 1D
- 0.79%
- 1M
- -6.24%
- YTD
- -9.28%
- 6M
- -10.00%
- 1Y
- -10.50%
- 3Y*
- 2.42%
- 5Y*
- 3.29%
- 10Y*
- —
AFIFX
- 1D
- -0.62%
- 1M
- -9.89%
- YTD
- -6.14%
- 6M
- -2.12%
- 1Y
- 20.38%
- 3Y*
- 19.28%
- 5Y*
- 11.51%
- 10Y*
- 12.86%
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TANDX vs. AFIFX - Expense Ratio Comparison
TANDX has a 1.59% expense ratio, which is higher than AFIFX's 0.64% expense ratio.
Return for Risk
TANDX vs. AFIFX — Risk / Return Rank
TANDX
AFIFX
TANDX vs. AFIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Castle Tandem Fund (TANDX) and American Funds Fundamental Investors Class F-1 (AFIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TANDX | AFIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.81 | 1.15 | -1.96 |
Sortino ratioReturn per unit of downside risk | -1.07 | 1.74 | -2.81 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.25 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | -0.79 | 1.60 | -2.39 |
Martin ratioReturn relative to average drawdown | -2.33 | 7.16 | -9.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TANDX | AFIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | 1.15 | -1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.69 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.54 | -0.54 |
Correlation
The correlation between TANDX and AFIFX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TANDX vs. AFIFX - Dividend Comparison
TANDX's dividend yield for the trailing twelve months is around 6.80%, less than AFIFX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | 6.80% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
AFIFX American Funds Fundamental Investors Class F-1 | 9.05% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
Drawdowns
TANDX vs. AFIFX - Drawdown Comparison
The maximum TANDX drawdown since its inception was -95.17%, which is greater than AFIFX's maximum drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for TANDX and AFIFX.
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Drawdown Indicators
| TANDX | AFIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.17% | -53.25% | -41.92% |
Max Drawdown (1Y)Largest decline over 1 year | -13.14% | -11.36% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -95.17% | -25.11% | -70.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -95.13% | -10.67% | -84.46% |
Average DrawdownAverage peak-to-trough decline | -18.89% | -7.41% | -11.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 2.54% | +1.89% |
Volatility
TANDX vs. AFIFX - Volatility Comparison
The current volatility for Castle Tandem Fund (TANDX) is 3.00%, while American Funds Fundamental Investors Class F-1 (AFIFX) has a volatility of 4.98%. This indicates that TANDX experiences smaller price fluctuations and is considered to be less risky than AFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TANDX | AFIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 4.98% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 7.28% | 10.64% | -3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.04% | 17.95% | -5.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,010.25% | 16.67% | +993.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 852.68% | 17.65% | +835.03% |