AMG River Road Mid Cap Value Fund (CHTTX) Alternatives
AMG River Road Mid Cap Value Fund (CHTTX) belongs to the Mid 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 CHTTX. 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 CHTTX
CHTTX charges 1.10% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among CHTTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | CHTTX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CHTTX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | CHTTX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | CHTTX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | CHTTX vs VMVIX |
Best Risk-Adjusted Alternatives to CHTTX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | CHTTX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | CHTTX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | CHTTX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | CHTTX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | CHTTX vs VVOAX |
Top Performing CHTTX Alternatives (YTD)
CHTTX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | CHTTX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | CHTTX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | CHTTX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | CHTTX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | CHTTX vs HWMIX |
Lowest Volatility Alternatives to CHTTX
CHTTX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | CHTTX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | CHTTX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | CHTTX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | CHTTX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | CHTTX vs RSVAX |
Lowest Drawdown Alternatives to CHTTX
CHTTX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | CHTTX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | CHTTX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | CHTTX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | CHTTX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | CHTTX vs CISMX |
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 | CHTTX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 21 | 8.59% | May 1, 1997 | CHTTX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | CHTTX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | CHTTX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | CHTTX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | CHTTX vs ARSVX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | CHTTX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | CHTTX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | CHTTX vs SKSEX | |
| AMG GW&K Municipal Bond Fund | Municipal Bonds | 56 | -1.16% | Jun 29, 2009 | CHTTX vs GWMIX |
Often Compared With CHTTX
What investors most often compare with CHTTX, based on PortfoliosLab usage data.
Compare CHTTX with Any Fund or Stock
Compare CHTTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.