Amana Growth Fund (AMIGX) 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 AMIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AMIGX
AMIGX charges 0.67% annually. There are 120 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | AMIGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | AMIGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AMIGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AMIGX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | AMIGX vs VRGWX |
Best Risk-Adjusted Alternatives to AMIGX
AMIGX has a PortfoliosLab risk / return rank of 56. There are 46 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | AMIGX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | AMIGX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | AMIGX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | AMIGX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | AMIGX vs VHCAX |
Top Performing AMIGX Alternatives (YTD)
AMIGX is at 13.93% YTD. There are 67 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | AMIGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | AMIGX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | AMIGX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | AMIGX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | AMIGX vs CHAIX |
Lowest Volatility Alternatives to AMIGX
AMIGX has 17.21% 1-year volatility. There are 231 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | AMIGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | AMIGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | AMIGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | AMIGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | AMIGX vs GQEPX |
Lowest Drawdown Alternatives to AMIGX
AMIGX has a 1-year max drawdown of -11.03%. There are 64 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 | AMIGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AMIGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AMIGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AMIGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AMIGX vs DNVYX |
Other Mutual Funds from Amana
The 5 most viewed Amana mutual funds shown here include AMAGX, AMANX, AMAPX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Amana Growth Fund Investor Shares | Large Cap Growth Equities | 54 | 13.79% | — | Feb 1994 | AMIGX vs AMAGX | |
| Amana Income Fund Investor Shares | Large Cap Blend Equities | 42 | 12.85% | — | Jun 1986 | AMIGX vs AMANX | |
| Amana Participation Fund | Emerging Markets Bonds | 49 | 0.40% | — | Sep 2015 | AMIGX vs AMAPX | |
| Amana Mutual Funds Trust Developing World Fund | Emerging Markets Diversified | 73 | 17.92% | — | Sep 2009 | AMIGX vs AMDWX | |
| Amana Income Fund Institutional Class | Dividend | 43 | 13.00% | — | Sep 2013 | AMIGX vs AMINX |
Often Compared With AMIGX
Investors most often compare AMIGX with VOO, IMANX, VFTNX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare AMIGX with Any Fund or Stock
Compare AMIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AMIGX with funds that move differently
Amana Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMIGX.
Explore AMIGX Diversifiers