AMINX vs. VDIGX
Compare and contrast key facts about Amana Income Fund Institutional Class (AMINX) and Vanguard Dividend Growth Fund (VDIGX).
AMINX is an actively managed fund by Amana. It was launched on Sep 25, 2013. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Performance
AMINX vs. VDIGX - Performance Comparison
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AMINX vs. VDIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMINX Amana Income Fund Institutional Class | -4.76% | 16.69% | 13.13% | 13.87% | -8.65% | 22.81% | 14.18% | 25.59% | -4.94% | 21.95% |
VDIGX Vanguard Dividend Growth Fund | -6.99% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, AMINX achieves a -4.76% return, which is significantly higher than VDIGX's -6.99% return. Both investments have delivered pretty close results over the past 10 years, with AMINX having a 10.80% annualized return and VDIGX not far ahead at 11.31%.
AMINX
- 1D
- -0.67%
- 1M
- -10.42%
- YTD
- -4.76%
- 6M
- -0.76%
- 1Y
- 12.54%
- 3Y*
- 11.70%
- 5Y*
- 8.84%
- 10Y*
- 10.80%
VDIGX
- 1D
- 0.14%
- 1M
- -8.69%
- YTD
- -6.99%
- 6M
- -4.14%
- 1Y
- 0.66%
- 3Y*
- 10.48%
- 5Y*
- 8.98%
- 10Y*
- 11.31%
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AMINX vs. VDIGX - Expense Ratio Comparison
AMINX has a 0.76% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Return for Risk
AMINX vs. VDIGX — Risk / Return Rank
AMINX
VDIGX
AMINX vs. VDIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Income Fund Institutional Class (AMINX) and Vanguard Dividend Growth Fund (VDIGX). 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.
| AMINX | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.12 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.29 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.04 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.30 | +0.77 |
Martin ratioReturn relative to average drawdown | 4.31 | 1.17 | +3.14 |
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
| AMINX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.12 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.65 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.72 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.60 | +0.04 |
Correlation
The correlation between AMINX and VDIGX is 0.87, 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
AMINX vs. VDIGX - Dividend Comparison
AMINX's dividend yield for the trailing twelve months is around 6.09%, less than VDIGX's 26.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMINX Amana Income Fund Institutional Class | 6.09% | 5.80% | 6.06% | 5.61% | 8.61% | 5.02% | 6.91% | 8.22% | 6.87% | 6.04% | 4.58% | 7.18% |
VDIGX Vanguard Dividend Growth Fund | 26.40% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
AMINX vs. VDIGX - Drawdown Comparison
The maximum AMINX drawdown since its inception was -31.45%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for AMINX and VDIGX.
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Drawdown Indicators
| AMINX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.45% | -45.23% | +13.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -9.57% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -19.04% | -16.18% | -2.86% |
Max Drawdown (10Y)Largest decline over 10 years | -31.45% | -32.98% | +1.53% |
Current DrawdownCurrent decline from peak | -11.00% | -8.96% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -6.67% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.41% | +0.31% |
Volatility
AMINX vs. VDIGX - Volatility Comparison
Amana Income Fund Institutional Class (AMINX) has a higher volatility of 4.57% compared to Vanguard Dividend Growth Fund (VDIGX) at 3.40%. This indicates that AMINX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMINX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 3.40% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 7.39% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 14.39% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 13.82% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 15.68% | +0.18% |