MINVX vs. AMAGX
Compare and contrast key facts about Madison Investors Fund (MINVX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
MINVX is managed by Madison Funds. It was launched on Nov 1, 1978. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Performance
MINVX vs. AMAGX - Performance Comparison
Loading graphics...
MINVX vs. AMAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | -5.07% | 3.30% | 16.38% | 26.12% | -13.18% | 22.70% | 14.48% | 30.48% | 0.64% | 22.53% |
AMAGX Amana Mutual Funds Trust Growth Fund | -6.55% | 17.62% | 15.73% | 25.67% | -19.49% | 31.51% | 32.93% | 33.09% | 2.47% | 28.91% |
Returns By Period
In the year-to-date period, MINVX achieves a -5.07% return, which is significantly higher than AMAGX's -6.55% return. Over the past 10 years, MINVX has underperformed AMAGX with an annualized return of 11.64%, while AMAGX has yielded a comparatively higher 15.34% annualized return.
MINVX
- 1D
- 0.19%
- 1M
- -9.31%
- YTD
- -5.07%
- 6M
- -1.83%
- 1Y
- -1.01%
- 3Y*
- 10.58%
- 5Y*
- 7.94%
- 10Y*
- 11.64%
AMAGX
- 1D
- -0.85%
- 1M
- -9.83%
- YTD
- -6.55%
- 6M
- -4.04%
- 1Y
- 19.84%
- 3Y*
- 14.07%
- 5Y*
- 10.31%
- 10Y*
- 15.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MINVX vs. AMAGX - Expense Ratio Comparison
Both MINVX and AMAGX have an expense ratio of 0.91%.
Return for Risk
MINVX vs. AMAGX — Risk / Return Rank
MINVX
AMAGX
MINVX vs. AMAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Investors Fund (MINVX) 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.
| MINVX | AMAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 1.02 | -1.03 |
Sortino ratioReturn per unit of downside risk | 0.11 | 1.54 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.22 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.20 | 1.52 | -1.72 |
Martin ratioReturn relative to average drawdown | -0.63 | 6.41 | -7.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MINVX | AMAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 1.02 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.57 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.84 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.64 | -0.30 |
Correlation
The correlation between MINVX and AMAGX is 0.80, 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
MINVX vs. AMAGX - Dividend Comparison
MINVX's dividend yield for the trailing twelve months is around 7.69%, while AMAGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | 7.69% | 7.30% | 6.09% | 8.18% | 6.64% | 7.82% | 9.86% | 6.02% | 18.77% | 5.91% | 3.31% | 16.40% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% |
Drawdowns
MINVX vs. AMAGX - Drawdown Comparison
The maximum MINVX drawdown since its inception was -52.40%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for MINVX and AMAGX.
Loading graphics...
Drawdown Indicators
| MINVX | AMAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.40% | -57.64% | +5.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -11.84% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -21.46% | -28.09% | +6.63% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -28.09% | -5.76% |
Current DrawdownCurrent decline from peak | -9.83% | -11.04% | +1.21% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -10.32% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 2.80% | +0.84% |
Volatility
MINVX vs. AMAGX - Volatility Comparison
The current volatility for Madison Investors Fund (MINVX) is 4.33%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 5.96%. This indicates that MINVX 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.
Loading graphics...
Volatility by Period
| MINVX | AMAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 5.96% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 12.00% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.10% | 20.16% | -2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.23% | 18.18% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 18.27% | -1.31% |