CHTTX vs. FVCSX
CHTTX (AMG River Road Mid Cap Value Fund) and FVCSX (Fidelity Advisor Value Strategies Fund Class C) are both Mid Cap Value Equities funds. Over the past 10 years, CHTTX returned 8.56%/yr vs 10.45%/yr for FVCSX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. CHTTX charges 1.10%/yr vs 1.92%/yr for FVCSX.
Performance
CHTTX vs. FVCSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CHTTX achieves a 4.89% return, which is significantly lower than FVCSX's 27.96% return. Over the past 10 years, CHTTX has underperformed FVCSX with an annualized return of 8.56%, while FVCSX has yielded a comparatively higher 10.45% annualized return.
CHTTX
- 1D
- -0.43%
- 1M
- 0.00%
- 6M
- 2.26%
- YTD
- 4.89%
- 1Y
- -1.14%
- 3Y*
- 7.48%
- 5Y*
- 7.49%
- 10Y*
- 8.56%
- ALL TIME*
- 10.81%
FVCSX
- 1D
- -0.22%
- 1M
- 1.75%
- 6M
- 16.63%
- YTD
- 27.96%
- 1Y
- 42.24%
- 3Y*
- 10.23%
- 5Y*
- 8.56%
- 10Y*
- 10.45%
- ALL TIME*
- 6.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CHTTX vs. FVCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | 4.89% | -1.64% | 13.52% | 22.65% | -8.48% | 27.04% | 3.83% | 23.39% | -18.57% | 11.51% |
FVCSX Fidelity Advisor Value Strategies Fund Class C | 27.96% | 7.23% | -6.69% | 19.32% | -8.35% | 31.94% | 7.10% | 33.09% | -17.58% | 16.92% |
Correlation
The correlation between CHTTX and FVCSX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 1994 | 0.80 |
The correlation between CHTTX and FVCSX shifts across timeframes, from 0.78 (1 year) to 0.91 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CHTTX vs. FVCSX — Risk / Return Rank
CHTTX
FVCSX
CHTTX vs. FVCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Mid Cap Value Fund (CHTTX) and Fidelity Advisor Value Strategies Fund Class C (FVCSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CHTTX | FVCSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.49 | ||
| Sortino ratioReturn per unit of downside risk | -3.39 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.41 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 4.05 | -4.17 |
| Martin ratioReturn relative to average drawdown | -0.21 | 15.61 | -15.82 |
Loading charts...
Drawdowns
CHTTX vs. FVCSX - Drawdown Comparison
The maximum CHTTX drawdown since its inception was -58.30%, smaller than the maximum FVCSX drawdown of -70.38%. Use the drawdown chart below to compare losses from any high point for CHTTX and FVCSX.
Loading charts...
Drawdown Indicators
| CHTTX | FVCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -70.38% | +12.08% |
Max Drawdown (1Y)Largest decline over 1 year | -17.80% | -9.89% | -7.91% |
Max Drawdown (3Y)Largest decline over 3 years | -17.80% | -37.07% | +19.27% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -37.07% | +16.69% |
Max Drawdown (10Y)Largest decline over 10 years | -42.58% | -48.07% | +5.49% |
Current DrawdownCurrent decline from peak | -9.64% | -1.15% | -8.49% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -11.14% | +3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.38% | 2.56% | +7.82% |
Volatility
CHTTX vs. FVCSX - Volatility Comparison
AMG River Road Mid Cap Value Fund (CHTTX) has a higher volatility of 4.72% compared to Fidelity Advisor Value Strategies Fund Class C (FVCSX) at 3.28%. This indicates that CHTTX's price experiences larger fluctuations and is considered to be riskier than FVCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CHTTX | FVCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 3.28% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 11.74% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.03% | 16.95% | +2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 20.96% | -2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 22.13% | -1.82% |
CHTTX vs. FVCSX - Expense Ratio Comparison
CHTTX has a 1.10% expense ratio, which is lower than FVCSX's 1.92% expense ratio.
Dividends
CHTTX vs. FVCSX - Dividend Comparison
CHTTX has not paid dividends to shareholders, while FVCSX's dividend yield for the trailing twelve months is around 10.22%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHTTX AMG River Road Mid Cap Value Fund | 0.00% | 0.00% | 14.37% | 0.40% | 9.34% | 105.09% | 5.66% | 13.63% | 8.79% | 6.59% | 4.51% | 5.97% |
FVCSX Fidelity Advisor Value Strategies Fund Class C | 10.22% | 13.08% | 0.00% | 2.96% | 2.23% | 9.80% | 0.33% | 5.50% | 18.83% | 8.78% | 25.66% | 0.43% |
Frequently Asked Questions
CHTTX and FVCSX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHTTX has higher volatility (4.72%) compared to FVCSX (3.28%). In terms of maximum drawdown, CHTTX dropped -58.30% vs FVCSX's -70.38%.
FVCSX currently has the higher Sharpe Ratio (2.37 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CHTTX and FVCSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer