Amana Mutual Funds Trust Growth Fund (AMAGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AMAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AMAGX
AMAGX charges 0.91% annually. There are 254 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | AMAGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AMAGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | AMAGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | AMAGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | AMAGX vs TILIX |
Best Risk-Adjusted Alternatives to AMAGX
AMAGX has a PortfoliosLab risk / return rank of 67. There are 52 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | AMAGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | AMAGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | AMAGX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | AMAGX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | AMAGX vs FOCPX |
Top Performing AMAGX Alternatives (YTD)
AMAGX is at 16.31% YTD. There are 57 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | AMAGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | AMAGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | AMAGX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | AMAGX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | AMAGX vs FOCKX |
Lowest Volatility Alternatives to AMAGX
AMAGX has 16.11% 1-year volatility. There are 258 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | AMAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | AMAGX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | AMAGX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | AMAGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | AMAGX vs AWYIX |
Lowest Drawdown Alternatives to AMAGX
AMAGX has a 1-year max drawdown of -11.04%. There are 70 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | AMAGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AMAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AMAGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | AMAGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AMAGX vs AQEIX |
Other Mutual Funds from Amana
The 5 most viewed Amana mutual funds shown here include AMANX, AMIGX, AMAPX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Amana Mutual Funds Trust Income Fund | Large Cap Blend Equities | 40 | 10.49% | — | Jun 1986 | AMAGX vs AMANX | |
| Amana Growth Fund | Large Cap Growth Equities | 68 | 16.44% | — | Sep 2013 | AMAGX vs AMIGX | |
| Amana Participation Fund | Emerging Markets Bonds | 48 | 0.26% | — | Sep 2015 | AMAGX vs AMAPX | |
| Amana Mutual Funds Trust Developing World Fund | Emerging Markets Diversified | 89 | 26.31% | — | Sep 2009 | AMAGX vs AMDWX | |
| Amana Income Fund Institutional Class | Dividend | 40 | 10.60% | — | Sep 2013 | AMAGX vs AMINX |
Often Compared With AMAGX
Investors most often compare AMAGX with HLAL, SPY, SPUS. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare AMAGX with Any Fund or Stock
Compare AMAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AMAGX with funds that move differently
Amana Mutual Funds Trust Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMAGX.
Explore AMAGX Diversifiers