AMANX Alternatives & Similar Mutual Funds

Amana Mutual Funds Trust Income Fund (AMANX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AMANX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AMANX

AMANX charges 1.01% annually. There are 314 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	AMANX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AMANX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	AMANX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	AMANX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.20T	Apr 2015	AMANX vs VSMPX

Best Risk-Adjusted Alternatives to AMANX

AMANX has a PortfoliosLab risk / return rank of 43. There are 274 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	AMANX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	AMANX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	AMANX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	AMANX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	AMANX vs GTLOX

Top Performing AMANX Alternatives (YTD)

AMANX is at 11.71% YTD. There are 104 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	AMANX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	AMANX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	AMANX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	AMANX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	AMANX vs IGIAX

Lowest Volatility Alternatives to AMANX

AMANX has 12.39% 1-year volatility. There are 260 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	AMANX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	AMANX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	AMANX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	AMANX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	AMANX vs FULVX

Lowest Drawdown Alternatives to AMANX

AMANX has a 1-year max drawdown of -11.03%. There are 322 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	AMANX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	AMANX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	AMANX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	AMANX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	AMANX vs QUERX

Other Mutual Funds from Amana

The 5 most viewed Amana mutual funds shown here include AMAGX, AMIGX, AMAPX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AMAGX	Amana Mutual Funds Trust Growth Fund	Large Cap Growth Equities	69	17.40%	—	Feb 1994	AMANX vs AMAGX
AMIGX	Amana Growth Fund	Large Cap Growth Equities	70	17.52%	—	Sep 2013	AMANX vs AMIGX
AMAPX	Amana Participation Fund	Emerging Markets Bonds	45	0.26%	—	Sep 2015	AMANX vs AMAPX
AMDWX	Amana Mutual Funds Trust Developing World Fund	Emerging Markets Diversified	91	28.05%	—	Sep 2009	AMANX vs AMDWX
AMINX	Amana Income Fund Institutional Class	Dividend	44	11.84%	—	Sep 2013	AMANX vs AMINX

Often Compared With AMANX

Investors most often compare AMANX with SPUS, IMANX, HLAL. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPUS	SP Funds S&P 500 Sharia Industry Exclusions ETF	S&P 500	81	15.82%	2.38B	Dec 2019	AMANX vs SPUS
IMANX	Iman Fund	Large Cap Growth Equities	88	21.99%	—	Jun 2000	AMANX vs IMANX
HLAL	Wahed FTSE USA Shariah ETF	Large Cap Growth Equities	88	18.72%	555.00M	Jul 2019	AMANX vs HLAL
ADJEX	Azzad Ethical Fund	Mid Cap Growth Equities	12	12.03%	—	Dec 2000	AMANX vs ADJEX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	AMANX vs SPY
WISEX	Azzad Wise Capital Fund	Short-Term Bond	65	0.51%	—	Apr 2010	AMANX vs WISEX
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	AMANX vs QQQ
SSIFX	Sextant International Fund	Foreign Large Cap Equities	43	20.94%	—	Sep 1995	AMANX vs SSIFX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	32	8.60%	—	—	AMANX vs FSPGX
SPRE	SP Funds S&P Global REIT Sharia ETF	REIT	24	7.98%	198.68M	Dec 2020	AMANX vs SPRE
IGPT	Invesco AI and Next Gen Software ETF	Technology Equities	94	72.49%	1.21B	Jun 2005	AMANX vs IGPT
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	80	16.08%	—	Jan 1990	AMANX vs PAGDX
VGT	Vanguard Information Technology ETF	Technology Equities	76	31.64%	144.20B	Mar 2004	AMANX vs VGT
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	AMANX vs VOO
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.66%	—	Mar 2025	AMANX vs FGJEX
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	Mid Cap Blend Equities	35	10.56%	213.90B	May 1998	AMANX vs VMCIX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	AMANX vs SCHD
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	73	11.69%	145.00B	May 1997	AMANX vs SWPPX
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	AMANX vs FXAIX
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	89	13.36%	—	Jun 2017	AMANX vs AMFEX

Compare AMANX with Any Fund or Stock

Compare AMANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair AMANX with funds that move differently

Amana Mutual Funds Trust Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMANX.

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Amana Mutual Funds Trust Income Fund (AMANX) Alternatives