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 119 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AMIGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | AMIGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AMIGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | AMIGX vs VIGAX |
Best Risk-Adjusted Alternatives to AMIGX
AMIGX has a PortfoliosLab risk / return rank of 61. There are 54 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | AMIGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | AMIGX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | AMIGX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | AMIGX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | AMIGX vs VHCAX |
Top Performing AMIGX Alternatives (YTD)
AMIGX is at 14.94% YTD. There are 74 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | AMIGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | AMIGX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | AMIGX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | AMIGX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | AMIGX vs CTCAX |
Lowest Volatility Alternatives to AMIGX
AMIGX has 16.90% 1-year volatility. There are 236 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | AMIGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | AMIGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | AMIGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | AMIGX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | AMIGX vs BLUEX |
Lowest Drawdown Alternatives to AMIGX
AMIGX has a 1-year max drawdown of -11.03%. There are 65 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 | 59 | 14.81% | — | Feb 1994 | AMIGX vs AMAGX | |
| Amana Mutual Funds Trust Income Fund | Large Cap Blend Equities | 40 | 11.87% | — | Jun 1986 | AMIGX vs AMANX | |
| Amana Participation Fund | Emerging Markets Bonds | 47 | 0.36% | — | Sep 2015 | AMIGX vs AMAPX | |
| Amana Mutual Funds Trust Developing World Fund | Emerging Markets Diversified | 86 | 25.66% | — | Sep 2009 | AMIGX vs AMDWX | |
| Amana Income Fund Institutional Class | Dividend | 41 | 12.01% | — | Sep 2013 | AMIGX vs AMINX |
Often Compared With AMIGX
Investors most often compare AMIGX with VOO, VFTNX, IMANX. These 20 comparison targets span 8 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