Amana Income Fund Investor Shares (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 321 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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AMANX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AMANX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AMANX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AMANX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | AMANX vs WBREOX |
Best Risk-Adjusted Alternatives to AMANX
AMANX has a PortfoliosLab risk / return rank of 40. There are 276 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | AMANX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | AMANX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | AMANX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | AMANX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | AMANX vs VPMAX |
Top Performing AMANX Alternatives (YTD)
AMANX is at 12.05% YTD. There are 71 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | AMANX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | AMANX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | AMANX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | AMANX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | AMANX vs VPMAX |
Lowest Volatility Alternatives to AMANX
AMANX has 13.10% 1-year volatility. There are 263 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | AMANX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AMANX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | AMANX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | AMANX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | AMANX vs JEPIX |
Lowest Drawdown Alternatives to AMANX
AMANX has a 1-year max drawdown of -11.03%. There are 325 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | AMANX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AMANX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AMANX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AMANX vs AUEIX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Amana Growth Fund Investor Shares | Large Cap Growth Equities | 51 | 12.59% | — | Feb 1994 | AMANX vs AMAGX | |
| Amana Growth Fund | Large Cap Growth Equities | 53 | 12.73% | — | Sep 2013 | AMANX vs AMIGX | |
| Amana Participation Fund | Emerging Markets Bonds | 49 | 0.30% | — | Sep 2015 | AMANX vs AMAPX | |
| Amana Mutual Funds Trust Developing World Fund | Emerging Markets Diversified | 64 | 15.54% | — | Sep 2009 | AMANX vs AMDWX | |
| Amana Income Fund Institutional Class | Dividend | 41 | 12.21% | — | 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.
Compare AMANX with Any Fund or Stock
Compare AMANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AMANX with funds that move differently
Amana Income Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMANX.
Explore AMANX Diversifiers