TANDX vs. AFIFX
TANDX (Castle Tandem Fund) and AFIFX (American Funds Fundamental Investors Class F-1) are both Large Cap Blend Equities funds. Over the past 5 years, TANDX returned 2.24%/yr vs 13.89%/yr for AFIFX. Their 0.69 correlation means they have sometimes moved together and sometimes differently. TANDX charges 1.59%/yr vs 0.64%/yr for AFIFX.
Performance
TANDX vs. AFIFX - Performance Comparison
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Returns By Period
In the year-to-date period, TANDX achieves a -7.03% return, which is significantly lower than AFIFX's 13.16% return.
TANDX
- 1D
- -0.31%
- 1M
- 2.80%
- 6M
- -6.04%
- YTD
- -7.03%
- 1Y
- -7.70%
- 3Y*
- 1.85%
- 5Y*
- 2.24%
- 10Y*
- —
- ALL TIME*
- 6.37%
AFIFX
- 1D
- 0.96%
- 1M
- -0.03%
- 6M
- 8.57%
- YTD
- 13.16%
- 1Y
- 25.78%
- 3Y*
- 22.35%
- 5Y*
- 13.89%
- 10Y*
- 14.41%
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
TANDX Castle Tandem Fund | $0.00 | $0.00 | $0.00 |
TANDX vs. AFIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | -7.03% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
AFIFX American Funds Fundamental Investors Class F-1 | 13.16% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 12.25% |
Correlation
The correlation between TANDX and AFIFX is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.69 |
Over the past year, the correlation between TANDX and AFIFX has dropped to 0.22 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TANDX | AFIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.34 | ||
| Sortino ratioReturn per unit of downside risk | -3.23 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.28 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 2.22 | -2.71 |
| Martin ratioReturn relative to average drawdown | -0.95 | 9.57 | -10.51 |
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Drawdowns
TANDX vs. AFIFX - Drawdown Comparison
The maximum TANDX drawdown since its inception was -93.98%, 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 | -93.98% | -53.25% | -40.73% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -10.67% | -6.21% |
Max Drawdown (3Y)Largest decline over 3 years | -93.98% | -17.99% | -75.99% |
Max Drawdown (5Y)Largest decline over 5 years | -93.98% | -25.11% | -68.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -93.50% | -1.68% | -91.82% |
Average DrawdownAverage peak-to-trough decline | -21.88% | -7.33% | -14.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.82% | 2.47% | +6.35% |
Volatility
TANDX vs. AFIFX - Volatility Comparison
Castle Tandem Fund (TANDX) has a higher volatility of 4.65% compared to American Funds Fundamental Investors Class F-1 (AFIFX) at 4.30%. This indicates that TANDX's price experiences larger fluctuations and is considered to be riskier 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 | 4.65% | 4.30% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 12.16% | -3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.67% | 15.18% | -4.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 595.81% | 17.00% | +578.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 491.02% | 17.76% | +473.26% |
TANDX vs. AFIFX - Expense Ratio Comparison
TANDX has a 1.59% expense ratio, which is higher than AFIFX's 0.64% expense ratio.
Dividends
TANDX vs. AFIFX - Dividend Comparison
TANDX's dividend yield for the trailing twelve months is around 6.64%, less than AFIFX's 7.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | 7.30% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
TANDX Castle Tandem Fund | 6.64% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TANDX and AFIFX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TANDX has higher volatility (4.65%) compared to AFIFX (4.30%). In terms of maximum drawdown, TANDX dropped -93.98% vs AFIFX's -53.25%.
AFIFX currently has the higher Sharpe Ratio (1.56 vs -0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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