AMIGX vs. AFMBX
Compare and contrast key facts about Amana Growth Fund (AMIGX) and American Funds American Balanced Fund Class F-3 (AFMBX).
AMIGX is managed by Amana. It was launched on Sep 25, 2013. AFMBX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AMIGX vs. AFMBX - Performance Comparison
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AMIGX vs. AFMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMIGX Amana Growth Fund | -3.16% | 17.89% | 16.01% | 26.00% | -19.30% | 31.80% | 32.97% | 33.43% | 2.70% | 16.88% |
AFMBX American Funds American Balanced Fund Class F-3 | -1.08% | 18.82% | 15.36% | 13.89% | -11.83% | 16.12% | 11.17% | 18.96% | -3.07% | 10.06% |
Returns By Period
In the year-to-date period, AMIGX achieves a -3.16% return, which is significantly lower than AFMBX's -1.08% return.
AMIGX
- 1D
- 3.57%
- 1M
- -6.48%
- YTD
- -3.16%
- 6M
- -1.74%
- 1Y
- 24.01%
- 3Y*
- 15.69%
- 5Y*
- 11.04%
- 10Y*
- 16.00%
AFMBX
- 1D
- 1.76%
- 1M
- -4.86%
- YTD
- -1.08%
- 6M
- 2.21%
- 1Y
- 17.28%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- —
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AMIGX vs. AFMBX - Expense Ratio Comparison
AMIGX has a 0.67% expense ratio, which is higher than AFMBX's 0.25% expense ratio.
Return for Risk
AMIGX vs. AFMBX — Risk / Return Rank
AMIGX
AFMBX
AMIGX vs. AFMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Growth Fund (AMIGX) and American Funds American Balanced Fund Class F-3 (AFMBX). 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.
| AMIGX | AFMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.59 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.33 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.48 | -0.37 |
Martin ratioReturn relative to average drawdown | 8.79 | 10.39 | -1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMIGX | AFMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.59 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.83 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.86 | -0.04 |
Correlation
The correlation between AMIGX and AFMBX is 0.89, 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.
Dividends
AMIGX vs. AFMBX - Dividend Comparison
AMIGX's dividend yield for the trailing twelve months is around 0.19%, less than AFMBX's 8.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMIGX Amana Growth Fund | 0.19% | 0.19% | 4.02% | 0.82% | 3.88% | 0.74% | 5.42% | 3.37% | 3.61% | 11.11% | 13.79% | 7.61% |
AFMBX American Funds American Balanced Fund Class F-3 | 8.70% | 8.57% | 7.51% | 2.27% | 2.63% | 4.60% | 4.65% | 3.78% | 5.81% | 4.94% | 0.00% | 0.00% |
Drawdowns
AMIGX vs. AFMBX - Drawdown Comparison
The maximum AMIGX drawdown since its inception was -27.95%, which is greater than AFMBX's maximum drawdown of -22.34%. Use the drawdown chart below to compare losses from any high point for AMIGX and AFMBX.
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Drawdown Indicators
| AMIGX | AFMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.95% | -22.34% | -5.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -7.34% | -4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -27.95% | -18.58% | -9.37% |
Max Drawdown (10Y)Largest decline over 10 years | -27.95% | — | — |
Current DrawdownCurrent decline from peak | -7.85% | -5.34% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -3.25% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 1.75% | +1.09% |
Volatility
AMIGX vs. AFMBX - Volatility Comparison
Amana Growth Fund (AMIGX) has a higher volatility of 7.18% compared to American Funds American Balanced Fund Class F-3 (AFMBX) at 3.87%. This indicates that AMIGX's price experiences larger fluctuations and is considered to be riskier than AFMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMIGX | AFMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 3.87% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.51% | 6.96% | +5.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 11.21% | +9.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.24% | 10.45% | +7.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 11.18% | +7.13% |