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 a closer substitute for your current allocation.
Cheapest Alternatives to AMFEX
AMFEX charges 1.17% annually. There are 349 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AMFEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AMFEX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AMFEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AMFEX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | AMFEX vs SWPPX |
Best Risk-Adjusted Alternatives to AMFEX
AMFEX has a PortfoliosLab risk / return rank of 86. There are 6 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | AMFEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | AMFEX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | AMFEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | AMFEX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | AMFEX vs RESGX |
Top Performing AMFEX Alternatives (YTD)
AMFEX is at 11.76% YTD. There are 43 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | AMFEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | AMFEX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | AMFEX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | AMFEX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | AMFEX vs ALSMX |
Lowest Volatility Alternatives to AMFEX
AMFEX has 9.97% 1-year volatility. There are 20 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AMFEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | AMFEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | AMFEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | AMFEX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | AMFEX vs FSUVX |
Lowest Drawdown Alternatives to AMFEX
AMFEX has a 1-year max drawdown of -6.07%. There are 5 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | AMFEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AMFEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AMFEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AMFEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AMFEX vs QUERX |
Other Mutual Funds from AAMA
The 1 most viewed AAMA mutual funds shown here include AMFIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AAMA Income Fund | Intermediate Core-Plus Bond | 60 | 0.26% | — | Jun 2017 | AMFEX vs AMFIX |
Often Compared With AMFEX
Investors most often compare AMFEX with VDIGX, PRCOX, QQQ. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AMFEX with Any Fund or Stock
Compare AMFEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AMFEX with funds that move differently
AAMA Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMFEX.
Explore AMFEX Diversifiers