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 a closer substitute for your current allocation.
Cheapest Alternatives to CHTTX
CHTTX charges 1.10% annually. There are 75 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | CHTTX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | CHTTX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | CHTTX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | CHTTX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | CHTTX vs VMVIX |
Best Risk-Adjusted Alternatives to CHTTX
CHTTX has a PortfoliosLab risk / return rank of 3. There are 114 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | CHTTX vs HNMVX | |
| Harbor Mid Cap Value Fund | 97 | — | Mar 2002 | CHTTX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | CHTTX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | CHTTX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 92 | — | Jul 1995 | CHTTX vs FASOX |
Top Performing CHTTX Alternatives (YTD)
CHTTX is at 4.89% YTD. There are 112 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 28.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 28.77% | — | Dec 1983 | CHTTX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 28.73% | — | Jul 1995 | CHTTX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.54% | — | Sep 1996 | CHTTX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.35% | — | Aug 1986 | CHTTX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 27.96% | — | Aug 2001 | CHTTX vs FVCSX |
Lowest Volatility Alternatives to CHTTX
CHTTX has 19.03% 1-year volatility. There are 109 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.35% | 37.20B | Sep 2011 | CHTTX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.36% | — | Aug 2006 | CHTTX vs VMVIX | |
| Principal MidCap Value Fund I | 11.76% | — | Dec 2003 | CHTTX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.79% | — | Mar 2004 | CHTTX vs ACLAX | |
| American Century Mid Cap Value Fund | 11.79% | 5.65B | Mar 2004 | CHTTX vs ACMVX |
Lowest Drawdown Alternatives to CHTTX
CHTTX has a 1-year max drawdown of -17.80%. There are 114 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | CHTTX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | CHTTX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | CHTTX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | CHTTX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | CHTTX vs HNMVX |
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 | 91 | 25.82% | — | May 1997 | CHTTX vs YAFFX | |
| AMG Yacktman Fund | Large Cap Value Equities | 92 | 18.53% | — | Jul 1992 | CHTTX vs YACKX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 9 | -1.50% | — | Apr 1993 | CHTTX vs MBDFX | |
| AMG Yacktman Global Fund | Global Equities | 29 | 25.53% | — | Jan 2017 | CHTTX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 5 | -1.50% | — | Jan 1991 | CHTTX vs BLUEX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 12 | 10.07% | — | Mar 2007 | CHTTX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 5.18% | — | Mar 2005 | CHTTX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 4 | 8.93% | — | Jun 2005 | CHTTX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 2 | 0.61% | — | Aug 1992 | CHTTX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 44 | 23.92% | — | Apr 1987 | CHTTX vs SKSEX |
Often Compared With CHTTX
Investors most often compare CHTTX with SPY, ITOT, MSSCX. These 20 comparison targets span 14 categories, 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.
Pair CHTTX with funds that move differently
AMG River Road Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CHTTX.
Explore CHTTX Diversifiers