AMANX vs. AMIGX
Compare and contrast key facts about Amana Mutual Funds Trust Income Fund (AMANX) and Amana Growth Fund (AMIGX).
AMANX is managed by Amana. It was launched on Jun 23, 1986. 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: AMANX or AMIGX.
Correlation
The correlation between AMANX and AMIGX is 0.88, 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
AMANX vs. AMIGX - Performance Comparison
Key characteristics
AMANX:
-0.16
AMIGX:
-0.43
AMANX:
-0.11
AMIGX:
-0.48
AMANX:
0.99
AMIGX:
0.94
AMANX:
-0.13
AMIGX:
-0.38
AMANX:
-0.42
AMIGX:
-1.32
AMANX:
6.01%
AMIGX:
6.94%
AMANX:
16.22%
AMIGX:
21.19%
AMANX:
-38.42%
AMIGX:
-28.01%
AMANX:
-13.74%
AMIGX:
-19.68%
Returns By Period
In the year-to-date period, AMANX achieves a -4.21% return, which is significantly higher than AMIGX's -13.20% return. Over the past 10 years, AMANX has underperformed AMIGX with an annualized return of 3.82%, while AMIGX has yielded a comparatively higher 7.61% annualized return.
AMANX
-4.21%
-4.49%
-13.67%
-1.90%
6.12%
3.82%
AMIGX
-13.20%
-8.51%
-18.20%
-7.54%
10.65%
7.61%
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AMANX vs. AMIGX - Expense Ratio Comparison
AMANX has a 1.01% expense ratio, which is higher than AMIGX's 0.67% expense ratio.
Risk-Adjusted Performance
AMANX vs. AMIGX — Risk-Adjusted Performance Rank
AMANX
AMIGX
AMANX vs. AMIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Income Fund (AMANX) 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
AMANX vs. AMIGX - Dividend Comparison
AMANX's dividend yield for the trailing twelve months is around 0.80%, less than AMIGX's 4.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMANX Amana Mutual Funds Trust Income Fund | 0.80% | 0.76% | 0.90% | 1.00% | 0.73% | 1.12% | 1.24% | 1.33% | 1.04% | 1.40% | 1.57% | 1.50% |
AMIGX Amana Growth Fund | 4.64% | 4.02% | 0.82% | 3.88% | 0.74% | 5.42% | 3.37% | 3.61% | 11.11% | 13.79% | 7.61% | 6.66% |
Drawdowns
AMANX vs. AMIGX - Drawdown Comparison
The maximum AMANX drawdown since its inception was -38.42%, which is greater than AMIGX's maximum drawdown of -28.01%. Use the drawdown chart below to compare losses from any high point for AMANX and AMIGX. For additional features, visit the drawdowns tool.
Volatility
AMANX vs. AMIGX - Volatility Comparison
The current volatility for Amana Mutual Funds Trust Income Fund (AMANX) is 10.19%, while Amana Growth Fund (AMIGX) has a volatility of 13.41%. This indicates that AMANX experiences smaller price fluctuations and is considered to be less risky than AMIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.