AMFEX vs. VINIX
Compare and contrast key facts about AAMA Equity Fund (AMFEX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
AMFEX is managed by AAMA. It was launched on Jun 30, 2017. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMFEX or VINIX.
Correlation
The correlation between AMFEX and VINIX is 0.98, 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
AMFEX vs. VINIX - Performance Comparison
Key characteristics
AMFEX:
0.47
VINIX:
2.25
AMFEX:
0.63
VINIX:
2.98
AMFEX:
1.12
VINIX:
1.42
AMFEX:
0.54
VINIX:
3.33
AMFEX:
3.51
VINIX:
14.69
AMFEX:
1.86%
VINIX:
1.92%
AMFEX:
14.00%
VINIX:
12.54%
AMFEX:
-30.41%
VINIX:
-55.19%
AMFEX:
-12.02%
VINIX:
-0.80%
Returns By Period
In the year-to-date period, AMFEX achieves a 6.72% return, which is significantly lower than VINIX's 28.26% return.
AMFEX
6.72%
-11.93%
-3.18%
6.72%
8.27%
N/A
VINIX
28.26%
0.38%
10.83%
27.96%
15.07%
13.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMFEX vs. VINIX - Expense Ratio Comparison
AMFEX has a 1.17% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
AMFEX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AAMA Equity Fund (AMFEX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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
AMFEX vs. VINIX - Dividend Comparison
AMFEX has not paid dividends to shareholders, while VINIX's dividend yield for the trailing twelve months is around 0.90%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFEX AAMA Equity Fund | 0.00% | 0.92% | 0.71% | 0.22% | 0.44% | 0.79% | 0.83% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 0.90% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% | 1.85% |
Drawdowns
AMFEX vs. VINIX - Drawdown Comparison
The maximum AMFEX drawdown since its inception was -30.41%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AMFEX and VINIX. For additional features, visit the drawdowns tool.
Volatility
AMFEX vs. VINIX - Volatility Comparison
AAMA Equity Fund (AMFEX) has a higher volatility of 10.20% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 3.89%. This indicates that AMFEX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.