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 14 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 127.80B | Dec 2013 | AMINX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | AMINX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.50B | Mar 2016 | AMINX vs VIHAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.40B | May 1992 | AMINX vs VDIGX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | AMINX vs CAIFX |
Best Risk-Adjusted Alternatives to AMINX
AMINX has a PortfoliosLab risk / return rank of 43. There are 23 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Dividend Income Fund Institutional 3 Clas... | 86 | — | Nov 2012 | AMINX vs CDDYX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 84 | — | Apr 2015 | AMINX vs FDGDX | |
| Vanguard International High Dividend Yield Index F... | 84 | 20.50B | Mar 2016 | AMINX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 84 | — | Mar 2005 | AMINX vs SVAAX | |
| JPMorgan Equity Income Fund R6 | 82 | — | Jul 1987 | AMINX vs OIEJX |
Top Performing AMINX Alternatives (YTD)
AMINX is at 13.23% YTD. There are 8 mutual funds in the Dividend category with higher YTD returns, going as high as 16.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 16.78% | — | Apr 1993 | AMINX vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 16.73% | — | Apr 2015 | AMINX vs FDGDX | |
| JPMorgan Equity Income Fund R6 | 15.35% | — | Jul 1987 | AMINX vs OIEJX | |
| American Funds Fundamental Investors® Class F-2 | 14.27% | — | Aug 1978 | AMINX vs FINFX | |
| BlackRock Equity Dividend Fund Investor A Shares | 14.21% | — | Oct 1994 | AMINX vs MDDVX |
Lowest Volatility Alternatives to AMINX
AMINX has 13.04% 1-year volatility. There are 24 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.94% | — | Dec 2011 | AMINX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.42% | — | Dec 1973 | AMINX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.20% | — | Jul 1987 | AMINX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | AMINX vs JEPAX | |
| John Hancock Premium Dividend Fund | 9.02% | — | Dec 1989 | AMINX vs PDT |
Lowest Drawdown Alternatives to AMINX
AMINX has a 1-year max drawdown of -11.00%. There are 27 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | AMINX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | AMINX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | AMINX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | AMINX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | AMINX vs AMECX |
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 | |
|---|---|---|---|---|---|---|---|
| Amana Growth Fund Investor Shares | Large Cap Growth Equities | 55 | 14.18% | — | Feb 1994 | AMINX vs AMAGX | |
| Amana Income Fund Investor Shares | Large Cap Blend Equities | 42 | 13.09% | — | Jun 1986 | AMINX vs AMANX | |
| Amana Growth Fund | Large Cap Growth Equities | 57 | 14.31% | — | Sep 2013 | AMINX vs AMIGX | |
| Amana Participation Fund | Emerging Markets Bonds | 46 | 0.30% | — | Sep 2015 | AMINX vs AMAPX | |
| Amana Mutual Funds Trust Developing World Fund | Emerging Markets Diversified | 73 | 18.44% | — | Sep 2009 | AMINX vs AMDWX |
Often Compared With AMINX
Investors most often compare AMINX with PJDZX, IHGIX, NFJ. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AMINX with Any Fund or Stock
Compare AMINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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