Amana Growth Fund Investor Shares (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 0.86% annually. There are 228 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | AMAGX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AMAGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | AMAGX vs SWLGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | AMAGX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | AMAGX vs TILIX |
Best Risk-Adjusted Alternatives to AMAGX
AMAGX has a PortfoliosLab risk / return rank of 54. There are 32 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | AMAGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | AMAGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | AMAGX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | AMAGX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | AMAGX vs FDSSX |
Top Performing AMAGX Alternatives (YTD)
AMAGX is at 11.50% YTD. There are 43 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | AMAGX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | AMAGX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | AMAGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | AMAGX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | AMAGX vs VPMCX |
Lowest Volatility Alternatives to AMAGX
AMAGX has 17.54% 1-year volatility. There are 214 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | AMAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | AMAGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | AMAGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | AMAGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | AMAGX vs GQEPX |
Lowest Drawdown Alternatives to AMAGX
AMAGX has a 1-year max drawdown of -11.04%. There are 63 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AMAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AMAGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AMAGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AMAGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AMAGX vs DNVYX |
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 Income Fund Investor Shares | Large Cap Blend Equities | 59 | 12.65% | — | Jun 1986 | AMAGX vs AMANX | |
| Amana Growth Fund | Large Cap Growth Equities | 55 | 11.66% | — | Sep 2013 | AMAGX vs AMIGX | |
| Amana Participation Fund | Emerging Markets Bonds | 43 | -0.22% | — | Sep 2015 | AMAGX vs AMAPX | |
| Amana Mutual Funds Trust Developing World Fund | Emerging Markets Equities | 68 | 14.06% | — | Sep 2009 | AMAGX vs AMDWX | |
| Amana Income Fund Institutional Class | Dividend | 57 | 12.82% | — | Sep 2013 | AMAGX vs AMINX |
Often Compared With AMAGX
Investors most often compare AMAGX with HLAL, SPUS, SPY. These 19 comparison targets span 14 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 Growth Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMAGX.
Explore AMAGX Diversifiers