AMAGX vs. AMIGX

In the year-to-date period, AMAGX achieves a -1.08% return, which is significantly lower than AMIGX's -1.00% return. Both investments have delivered pretty close results over the past 10 years, with AMAGX having a 8.58% annualized return and AMIGX not far ahead at 8.86%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AMAGX has a 0.91% expense ratio, which is higher than AMIGX's 0.67% expense ratio.

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.

The current AMAGX Sharpe Ratio is -0.04, which is lower than the AMIGX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of AMAGX and AMIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AMAGX has not paid dividends to shareholders, while AMIGX's dividend yield for the trailing twelve months is around 0.10%.

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.

Amana Mutual Funds Trust Growth Fund (AMAGX) and Amana Growth Fund (AMIGX) have volatilities of 5.96% and 5.98%, 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.