AMINX Alternatives & Similar Mutual Funds

Amana Income Fund Institutional Class (AMINX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AMINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AMINX

AMINX charges 0.76% annually. There are 33 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	AMINX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	AMINX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	AMINX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	AMINX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	AMINX vs VDIGX

Best Risk-Adjusted Alternatives to AMINX

AMINX has a PortfoliosLab risk / return rank of 57. There are 60 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	AMINX vs VIHAX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	93	—	Mar 2005	AMINX vs SVAAX
PMAIX	Pioneer Multi-Asset Income Fund A	92	—	Dec 2011	AMINX vs PMAIX
GSGRX	Goldman Sachs Equity Income Fund	92	—	Feb 1993	AMINX vs GSGRX
REAYX	Russell Investments Equity Income Fund	91	—	Mar 2000	AMINX vs REAYX

Top Performing AMINX Alternatives (YTD)

AMINX is at 12.82% YTD. There are 34 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	21.19%	—	Jan 2013	AMINX vs TRDIX
GSGRX	Goldman Sachs Equity Income Fund	18.68%	—	Feb 1993	AMINX vs GSGRX
VIHAX	Vanguard International High Dividend Yield Index F...	18.05%	20.40B	Mar 2016	AMINX vs VIHAX
EQIIX	Allspring Emerging Markets Equity Income Fund	17.89%	—	May 2012	AMINX vs EQIIX
HFQAX	Janus Henderson Global Equity Income Fund	17.80%	—	Nov 2006	AMINX vs HFQAX

Lowest Volatility Alternatives to AMINX

AMINX has 13.27% 1-year volatility. There are 63 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.97%	—	Dec 2011	AMINX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.41%	—	Dec 1973	AMINX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.19%	—	Jul 1987	AMINX vs CAIFX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	AMINX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	AMINX vs ACIIX

Lowest Drawdown Alternatives to AMINX

AMINX has a 1-year max drawdown of -11.00%. There are 67 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	AMINX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	AMINX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	AMINX vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	AMINX vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	AMINX vs CDDYX

Other Mutual Funds from Amana

The 5 most viewed Amana mutual funds shown here include AMAGX, AMANX, AMIGX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AMAGX	Amana Growth Fund Investor Shares	Large Cap Growth Equities	54	11.50%	—	Feb 1994	AMINX vs AMAGX
AMANX	Amana Income Fund Investor Shares	Large Cap Blend Equities	59	12.65%	—	Jun 1986	AMINX vs AMANX
AMIGX	Amana Growth Fund	Large Cap Growth Equities	55	11.66%	—	Sep 2013	AMINX vs AMIGX
AMAPX	Amana Participation Fund	Emerging Markets Bonds	43	-0.22%	—	Sep 2015	AMINX vs AMAPX
AMDWX	Amana Mutual Funds Trust Developing World Fund	Emerging Markets Equities	68	14.06%	—	Sep 2009	AMINX vs AMDWX

Often Compared With AMINX

Investors most often compare AMINX with PJDZX, NFJ, IHGIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PJDZX	PGIM Jennison Rising Dividend Fund	Large Cap Blend Equities, Dividend	75	10.40%	—	Mar 2014	AMINX vs PJDZX
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	Dividend	90	23.46%	—	Feb 2005	AMINX vs NFJ
IHGIX	Hartford Dividend and Growth Fund Class A	Dividend	87	12.35%	—	Jul 1996	AMINX vs IHGIX
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	74	10.21%	—	Aug 2010	AMINX vs GSPAX
VADGX	Vanguard Advice Select Dividend Growth Fund	Large Cap Blend Equities, Dividend	22	3.88%	—	Nov 2021	AMINX vs VADGX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	86	9.36%	—	Jan 2014	AMINX vs EPDPX
EOD	Allspring Global Dividend Opportunity Fund	Dividend	80	16.39%	—	Mar 2007	AMINX vs EOD
FRDTX	Franklin Rising Dividends Fund Class C	Large Cap Blend Equities, Dividend	33	7.78%	—	Jul 1996	AMINX vs FRDTX
FDGDX	Fidelity Advisor 529 Dividend Growth Portfolio Cla...	Dividend	78	15.24%	—	Apr 2015	AMINX vs FDGDX
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	85	15.47%	—	Oct 1994	AMINX vs MDDVX
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	87	15.53%	—	—	AMINX vs OIEIX
GSAKX	Goldman Sachs International Equity Income Fund Cla...	Foreign Large Cap Equities, Dividend	83	15.84%	—	Jun 2007	AMINX vs GSAKX
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	Dividend	86	16.80%	—	Sep 2003	AMINX vs EVT
GDV	The Gabelli Dividend and Income Trust	Dividend	71	11.15%	—	Nov 2003	AMINX vs GDV
DHY	Dimensional High Yield Equity Fund	Dividend	1	-7.21%	—	Jan 2013	AMINX vs DHY
FINFX	American Funds Fundamental Investors® Class F-2	Large Cap Blend Equities, Dividend	65	12.25%	—	Aug 1978	AMINX vs FINFX
SOPYX	ClearBridge Dividend Strategy Fund Class I	Dividend	64	10.00%	—	Feb 1996	AMINX vs SOPYX
JDDVX	Janus Henderson U.S. Dividend Income Fund Class D	Dividend	82	15.72%	—	Dec 2022	AMINX vs JDDVX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	29	3.38%	—	Aug 2018	AMINX vs JEPAX
HQIIX	Hartford Equity Income Fund Class I	Dividend	74	11.10%	—	Aug 2003	AMINX vs HQIIX

Compare AMINX with Any Fund or Stock

Compare AMINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair AMINX with funds that move differently

Amana Income Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMINX.

Explore AMINX Diversifiers

Amana Income Fund Institutional Class (AMINX) Alternatives