IYVAX vs. AMAGX
Compare and contrast key facts about Delaware Ivy Value Fund (IYVAX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
IYVAX is managed by Delaware Funds. It was launched on Sep 16, 1994. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYVAX or AMAGX.
Correlation
The correlation between IYVAX and AMAGX is 0.79, 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
IYVAX vs. AMAGX - Performance Comparison
Key characteristics
Returns By Period
IYVAX
N/A
N/A
N/A
N/A
N/A
N/A
AMAGX
0.36%
-2.72%
-4.82%
3.15%
11.67%
8.79%
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IYVAX vs. AMAGX - Expense Ratio Comparison
IYVAX has a 1.08% expense ratio, which is higher than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
IYVAX vs. AMAGX — Risk-Adjusted Performance Rank
IYVAX
AMAGX
IYVAX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Value Fund (IYVAX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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
IYVAX vs. AMAGX - Dividend Comparison
Neither IYVAX nor AMAGX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYVAX Delaware Ivy Value Fund | 1.21% | 1.21% | 35.46% | 22.53% | 10.81% | 3.19% | 9.45% | 6.98% | 3.40% | 2.21% | 13.18% | 7.44% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% |
Drawdowns
IYVAX vs. AMAGX - Drawdown Comparison
Volatility
IYVAX vs. AMAGX - Volatility Comparison
The current volatility for Delaware Ivy Value Fund (IYVAX) is 0.00%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 4.65%. This indicates that IYVAX experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.