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 a closer substitute for your current allocation.
Cheapest Alternatives to ARDEX
ARDEX charges 0.97% annually. There are 233 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | ARDEX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ARDEX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ARDEX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ARDEX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | ARDEX vs VVIAX |
Best Risk-Adjusted Alternatives to ARDEX
ARDEX has a PortfoliosLab risk / return rank of 2. There are 319 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | ARDEX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | ARDEX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | ARDEX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | ARDEX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | ARDEX vs SABTX |
Top Performing ARDEX Alternatives (YTD)
ARDEX is at 10.43% YTD. There are 130 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | ARDEX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | ARDEX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | ARDEX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | ARDEX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | ARDEX vs YAFFX |
Lowest Volatility Alternatives to ARDEX
ARDEX has 22.41% 1-year volatility. There are 318 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | ARDEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | ARDEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | ARDEX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | ARDEX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | ARDEX vs ACIIX |
Lowest Drawdown Alternatives to ARDEX
ARDEX has a 1-year max drawdown of -20.51%. There are 319 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ARDEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ARDEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ARDEX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ARDEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ARDEX vs SVAIX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, MBDFX, YFSIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 7 | 12.66% | — | Jul 1992 | ARDEX vs YACKX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 16 | 0.06% | — | Apr 1993 | ARDEX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 15 | 18.36% | — | Jan 2017 | ARDEX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 4 | 3.04% | — | Mar 2007 | ARDEX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -7.33% | — | Jan 1991 | ARDEX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 4.59% | — | Mar 2005 | ARDEX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 3.63% | — | Jun 2005 | ARDEX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.07% | — | Aug 1992 | ARDEX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 39 | 24.41% | — | Apr 1987 | ARDEX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 54 | 11.79% | — | Dec 1985 | ARDEX vs BRWIX |
Often Compared With ARDEX
Investors most often compare ARDEX with QYLD, VOO, GWMIX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare ARDEX with Any Fund or Stock
Compare ARDEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARDEX with funds that move differently
AMG River Road Dividend All Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARDEX.
Explore ARDEX Diversifiers