AMINX vs. REAYX
AMINX (Amana Income Fund Institutional Class) and REAYX (Russell Investments Equity Income Fund) are both Dividend funds. Over the past 5 years, AMINX returned 10.98%/yr vs 10.64%/yr for REAYX. Their correlation of 0.82 means they have usually moved in the same direction. AMINX charges 0.76%/yr vs 0.66%/yr for REAYX.
Performance
AMINX vs. REAYX - Performance Comparison
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Returns By Period
In the year-to-date period, AMINX achieves a 12.82% return, which is significantly lower than REAYX's 17.51% return.
AMINX
- 1D
- 1.61%
- 1M
- -0.29%
- 6M
- 10.38%
- YTD
- 12.82%
- 1Y
- 21.50%
- 3Y*
- 15.37%
- 5Y*
- 10.98%
- 10Y*
- 12.05%
- ALL TIME*
- 11.04%
REAYX
- 1D
- 0.19%
- 1M
- 2.24%
- 6M
- 13.47%
- YTD
- 17.51%
- 1Y
- 27.49%
- 3Y*
- 15.76%
- 5Y*
- 10.64%
- 10Y*
- —
- ALL TIME*
- 11.85%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AMINX vs. REAYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMINX Amana Income Fund Institutional Class | 12.82% | 16.69% | 13.13% | 13.87% | -8.65% | 22.81% | 14.18% | 25.59% | -4.94% | 15.27% |
REAYX Russell Investments Equity Income Fund | 17.51% | 14.66% | 11.90% | 12.50% | -8.86% | 27.01% | 9.06% | 29.57% | -8.60% | 13.19% |
Correlation
The correlation between AMINX and REAYX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2017 | 0.82 |
The correlation between AMINX and REAYX shifts across timeframes, from 0.68 (1 year) to 0.82 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AMINX vs. REAYX — Risk / Return Rank
AMINX
REAYX
AMINX vs. REAYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Income Fund Institutional Class (AMINX) and Russell Investments Equity Income Fund (REAYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMINX | REAYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.43 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 3.78 | -1.97 |
| Martin ratioReturn relative to average drawdown | 7.24 | 14.86 | -7.62 |
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Drawdowns
AMINX vs. REAYX - Drawdown Comparison
The maximum AMINX drawdown since its inception was -31.45%, smaller than the maximum REAYX drawdown of -36.87%. Use the drawdown chart below to compare losses from any high point for AMINX and REAYX.
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Drawdown Indicators
| AMINX | REAYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.45% | -36.87% | +5.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -6.66% | -4.34% |
Max Drawdown (3Y)Largest decline over 3 years | -15.34% | -20.66% | +5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -19.04% | -20.66% | +1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -31.45% | — | — |
Current DrawdownCurrent decline from peak | -1.09% | -0.67% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -4.85% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 1.70% | +1.06% |
Volatility
AMINX vs. REAYX - Volatility Comparison
Amana Income Fund Institutional Class (AMINX) has a higher volatility of 3.49% compared to Russell Investments Equity Income Fund (REAYX) at 3.04%. This indicates that AMINX's price experiences larger fluctuations and is considered to be riskier than REAYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMINX | REAYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 3.04% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.94% | 7.84% | +3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.27% | 10.46% | +2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 16.74% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.95% | 18.45% | -2.50% |
AMINX vs. REAYX - Expense Ratio Comparison
AMINX has a 0.76% expense ratio, which is higher than REAYX's 0.66% expense ratio.
Dividends
AMINX vs. REAYX - Dividend Comparison
AMINX's dividend yield for the trailing twelve months is around 5.16%, less than REAYX's 12.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMINX Amana Income Fund Institutional Class | 5.16% | 5.80% | 6.06% | 5.61% | 8.61% | 5.02% | 6.91% | 8.22% | 6.87% | 6.04% | 4.58% | 7.18% |
REAYX Russell Investments Equity Income Fund | 12.84% | 15.24% | 15.38% | 13.55% | 19.72% | 10.47% | 3.61% | 1.86% | 45.26% | 14.47% | 0.00% | 0.00% |
Frequently Asked Questions
AMINX and REAYX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMINX has higher volatility (3.49%) compared to REAYX (3.04%). In terms of maximum drawdown, AMINX dropped -31.45% vs REAYX's -36.87%.
REAYX currently has the higher Sharpe Ratio (2.41 vs 1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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