AMG River Road Focused Absolute Value Fund (AFAVX) belongs to the Mid 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 AFAVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AFAVX
AFAVX charges 0.82% annually. There are 49 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | AFAVX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | AFAVX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 224.00B | Dec 2010 | AFAVX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | AFAVX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | AFAVX vs FSMAX |
Best Risk-Adjusted Alternatives to AFAVX
AFAVX has a PortfoliosLab risk / return rank of 2. There are 127 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | AFAVX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | AFAVX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | AFAVX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | AFAVX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | AFAVX vs FTHMX |
Top Performing AFAVX Alternatives (YTD)
AFAVX is at 0.92% YTD. There are 126 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | AFAVX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | AFAVX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | AFAVX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | AFAVX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | AFAVX vs TARKX |
Lowest Volatility Alternatives to AFAVX
AFAVX has 17.87% 1-year volatility. There are 99 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.73% | — | Dec 2002 | AFAVX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | AFAVX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | AFAVX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | AFAVX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | AFAVX vs RSINX |
Lowest Drawdown Alternatives to AFAVX
AFAVX has a 1-year max drawdown of -20.21%. There are 128 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | AFAVX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | AFAVX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | AFAVX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | AFAVX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | AFAVX vs DNLDX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YAFFX, YACKX, MBDFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | Large Cap Value Equities | 89 | 24.36% | — | May 1997 | AFAVX vs YAFFX | |
| AMG Yacktman Fund | Large Cap Value Equities | 91 | 17.47% | — | Jul 1992 | AFAVX vs YACKX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 13 | -1.16% | — | Apr 1993 | AFAVX vs MBDFX | |
| AMG Yacktman Global Fund | Global Equities | 29 | 24.97% | — | Jan 2017 | AFAVX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 5 | -1.30% | — | Jan 1991 | AFAVX vs BLUEX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 13 | 10.49% | — | Mar 2007 | AFAVX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 4.53% | — | Mar 2005 | AFAVX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 5 | 9.41% | — | Jun 2005 | AFAVX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 2 | 0.15% | — | Aug 1992 | AFAVX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 45 | 23.61% | — | Apr 1987 | AFAVX vs SKSEX |
Often Compared With AFAVX
Investors most often compare AFAVX with ARDEX, BIGTX, QCGDX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AFAVX with Any Fund or Stock
Compare AFAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFAVX with funds that move differently
AMG River Road Focused Absolute Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFAVX.
Explore AFAVX Diversifiers