AAMA Equity Fund (AMFEX) Alternatives
AAMA Equity Fund (AMFEX) 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 AMFEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AMFEX
AMFEX charges 1.17% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among AMFEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | AMFEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | AMFEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | AMFEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | AMFEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | AMFEX vs SSSYX |
Best Risk-Adjusted Alternatives to AMFEX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | AMFEX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | AMFEX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | AMFEX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | AMFEX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | AMFEX vs DHAMX |
Top Performing AMFEX Alternatives (YTD)
AMFEX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | AMFEX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | AMFEX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | AMFEX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | AMFEX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | AMFEX vs RCKSX |
Lowest Volatility Alternatives to AMFEX
AMFEX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | AMFEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | AMFEX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | AMFEX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | AMFEX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | AMFEX vs QUERX |
Lowest Drawdown Alternatives to AMFEX
AMFEX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | AMFEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | AMFEX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | AMFEX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | AMFEX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | AMFEX vs GQEIX |
Other Mutual Funds from AAMA
Most popular AAMA mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AAMA Income Fund | Intermediate Core-Plus Bond | 98 | 0.21% | Jun 30, 2017 | AMFEX vs AMFIX |
Often Compared With AMFEX
What investors most often compare with AMFEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | AMFEX vs SWPPX | |
| Vanguard Dividend Growth Fund | Large Cap Blend Equities, Dividend | 10 | -6.99% | May 15, 1992 | AMFEX vs VDIGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 42 | -7.21% | Nov 30, 1994 | AMFEX vs PRCOX | |
| Vanguard Institutional Index Fund Institutional Sh... | Large Cap Blend Equities | 46 | -7.06% | Jul 31, 1990 | AMFEX vs VINIX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | AMFEX vs QQQ | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | AMFEX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | AMFEX vs SSEYX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | AMFEX vs VITPX |
Compare AMFEX with Any Fund or Stock
Compare AMFEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.