AMAGX vs. AMIGX
Compare and contrast key facts about Amana Mutual Funds Trust Growth Fund (AMAGX) and Amana Growth Fund (AMIGX).
AMAGX is managed by Amana. It was launched on Feb 3, 1994. AMIGX is managed by Amana. It was launched on Sep 25, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMAGX or AMIGX.
Correlation
The correlation between AMAGX and AMIGX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AMAGX vs. AMIGX - Performance Comparison
Key characteristics
AMAGX:
-0.18
AMIGX:
-0.17
AMAGX:
-0.10
AMIGX:
-0.09
AMAGX:
0.99
AMIGX:
0.99
AMAGX:
-0.16
AMIGX:
-0.15
AMAGX:
-0.52
AMIGX:
-0.49
AMAGX:
7.44%
AMIGX:
7.40%
AMAGX:
21.58%
AMIGX:
21.59%
AMAGX:
-57.64%
AMIGX:
-28.01%
AMAGX:
-15.32%
AMIGX:
-15.22%
Returns By Period
The year-to-date returns for both investments are quite close, with AMAGX having a -8.44% return and AMIGX slightly higher at -8.38%. Both investments have delivered pretty close results over the past 10 years, with AMAGX having a 7.93% annualized return and AMIGX not far ahead at 8.21%.
AMAGX
-8.44%
-1.73%
-12.52%
-5.11%
11.48%
7.93%
AMIGX
-8.38%
-1.70%
-12.40%
-4.86%
11.76%
8.21%
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AMAGX vs. AMIGX - Expense Ratio Comparison
AMAGX has a 0.91% expense ratio, which is higher than AMIGX's 0.67% expense ratio.
Risk-Adjusted Performance
AMAGX vs. AMIGX — Risk-Adjusted Performance Rank
AMAGX
AMIGX
AMAGX vs. AMIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Growth Fund (AMAGX) and Amana Growth Fund (AMIGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AMAGX vs. AMIGX - Dividend Comparison
AMAGX has not paid dividends to shareholders, while AMIGX's dividend yield for the trailing twelve months is around 0.11%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% |
AMIGX Amana Growth Fund | 0.11% | 0.10% | 0.33% | 0.43% | 0.28% | 0.44% | 0.59% | 0.62% | 0.73% | 0.90% | 0.71% | 0.53% |
Drawdowns
AMAGX vs. AMIGX - Drawdown Comparison
The maximum AMAGX drawdown since its inception was -57.64%, which is greater than AMIGX's maximum drawdown of -28.01%. Use the drawdown chart below to compare losses from any high point for AMAGX and AMIGX. For additional features, visit the drawdowns tool.
Volatility
AMAGX vs. AMIGX - Volatility Comparison
Amana Mutual Funds Trust Growth Fund (AMAGX) and Amana Growth Fund (AMIGX) have volatilities of 14.14% and 14.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.