AMIGX vs. CZOVX
Compare and contrast key facts about Amana Growth Fund (AMIGX) and Zacks All-Cap Core Fund (CZOVX).
AMIGX is managed by Amana. It was launched on Sep 25, 2013. CZOVX is managed by Zacks. It was launched on Dec 5, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMIGX or CZOVX.
Correlation
The correlation between AMIGX and CZOVX is 0.92, 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
AMIGX vs. CZOVX - Performance Comparison
Key characteristics
AMIGX:
0.91
CZOVX:
0.69
AMIGX:
1.30
CZOVX:
0.88
AMIGX:
1.17
CZOVX:
1.18
AMIGX:
1.33
CZOVX:
0.37
AMIGX:
4.59
CZOVX:
5.01
AMIGX:
3.16%
CZOVX:
2.45%
AMIGX:
15.95%
CZOVX:
17.79%
AMIGX:
-27.95%
CZOVX:
-54.12%
AMIGX:
-6.98%
CZOVX:
-24.59%
Returns By Period
In the year-to-date period, AMIGX achieves a 12.24% return, which is significantly higher than CZOVX's 10.60% return. Over the past 10 years, AMIGX has outperformed CZOVX with an annualized return of 14.19%, while CZOVX has yielded a comparatively lower 2.12% annualized return.
AMIGX
12.24%
-3.11%
-3.39%
13.11%
15.20%
14.19%
CZOVX
10.60%
-13.40%
-5.53%
11.16%
1.25%
2.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMIGX vs. CZOVX - Expense Ratio Comparison
AMIGX has a 0.67% expense ratio, which is lower than CZOVX's 1.00% expense ratio.
Risk-Adjusted Performance
AMIGX vs. CZOVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Growth Fund (AMIGX) and Zacks All-Cap Core Fund (CZOVX). 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
AMIGX vs. CZOVX - Dividend Comparison
Neither AMIGX nor CZOVX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMIGX Amana Growth Fund | 0.00% | 0.33% | 0.43% | 0.28% | 0.44% | 0.59% | 0.62% | 0.73% | 0.90% | 0.71% | 0.53% | 0.76% |
CZOVX Zacks All-Cap Core Fund | 0.00% | 0.77% | 0.78% | 0.24% | 0.60% | 0.98% | 0.49% | 0.00% | 7.84% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMIGX vs. CZOVX - Drawdown Comparison
The maximum AMIGX drawdown since its inception was -27.95%, smaller than the maximum CZOVX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for AMIGX and CZOVX. For additional features, visit the drawdowns tool.
Volatility
AMIGX vs. CZOVX - Volatility Comparison
The current volatility for Amana Growth Fund (AMIGX) is 5.88%, while Zacks All-Cap Core Fund (CZOVX) has a volatility of 13.61%. This indicates that AMIGX experiences smaller price fluctuations and is considered to be less risky than CZOVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.