AMG River Road Dividend All Cap Value Fund (ARDEX) Alternatives
AMG River Road Dividend All Cap Value Fund (ARDEX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARDEX. 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 ARDEX
ARDEX charges 0.97% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among ARDEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | ARDEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | ARDEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | ARDEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | ARDEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | ARDEX vs TILVX |
Best Risk-Adjusted Alternatives to ARDEX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | ARDEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | ARDEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | ARDEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | ARDEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | ARDEX vs VALAX |
Top Performing ARDEX Alternatives (YTD)
ARDEX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | ARDEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | ARDEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | ARDEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | ARDEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | ARDEX vs HFCVX |
Lowest Volatility Alternatives to ARDEX
ARDEX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | ARDEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | ARDEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | ARDEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | ARDEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | ARDEX vs ACIIX |
Lowest Drawdown Alternatives to ARDEX
ARDEX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | ARDEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | ARDEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | ARDEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | ARDEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | ARDEX vs PSECX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 10 | 4.19% | Jul 6, 1992 | ARDEX vs YACKX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | ARDEX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | ARDEX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | ARDEX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | ARDEX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | ARDEX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | ARDEX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | ARDEX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | ARDEX vs SKSEX | |
| AMG GW&K Municipal Bond Fund | Municipal Bonds | 56 | -1.16% | Jun 29, 2009 | ARDEX vs GWMIX |
Often Compared With ARDEX
What investors most often compare with ARDEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Global X NASDAQ 100 Covered Call ETF | Derivative Income | 72 | 0.02% | Dec 12, 2013 | ARDEX vs QYLD | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | ARDEX vs VOO |
Compare ARDEX with Any Fund or Stock
Compare ARDEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.