Correlation
The correlation between MINVX and AMAGX 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINVX or AMAGX.
Performance
MINVX vs. AMAGX - Performance Comparison
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Key characteristics
MINVX:
0.41
AMAGX:
0.14
MINVX:
0.59
AMAGX:
0.36
MINVX:
1.08
AMAGX:
1.05
MINVX:
0.35
AMAGX:
0.15
MINVX:
1.29
AMAGX:
0.50
MINVX:
4.47%
AMAGX:
6.37%
MINVX:
18.51%
AMAGX:
21.54%
MINVX:
-52.39%
AMAGX:
-57.64%
MINVX:
-6.17%
AMAGX:
-4.83%
Returns By Period
In the year-to-date period, MINVX achieves a -0.58% return, which is significantly higher than AMAGX's -0.99% return. Over the past 10 years, MINVX has underperformed AMAGX with an annualized return of 12.41%, while AMAGX has yielded a comparatively higher 14.03% annualized return.
MINVX
-0.58%
2.85%
-5.53%
7.61%
11.86%
13.89%
12.41%
AMAGX
-0.99%
7.72%
-1.87%
4.03%
11.87%
14.79%
14.03%
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MINVX vs. AMAGX - Expense Ratio Comparison
Both MINVX and AMAGX have an expense ratio of 0.91%.
Risk-Adjusted Performance
MINVX vs. AMAGX — Risk-Adjusted Performance Rank
MINVX
AMAGX
MINVX vs. AMAGX - Risk-Adjusted Performance 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.
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Dividends
MINVX vs. AMAGX - Dividend Comparison
MINVX's dividend yield for the trailing twelve months is around 6.13%, more than AMAGX's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | 6.13% | 6.09% | 8.18% | 6.64% | 7.82% | 9.86% | 6.02% | 18.77% | 5.91% | 3.31% | 16.40% | 23.51% |
AMAGX Amana Mutual Funds Trust Growth Fund | 3.99% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% | 6.51% |
Drawdowns
MINVX vs. AMAGX - Drawdown Comparison
The maximum MINVX drawdown since its inception was -52.39%, 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.
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Volatility
MINVX vs. AMAGX - Volatility Comparison
Madison Investors Fund (MINVX) and Amana Mutual Funds Trust Growth Fund (AMAGX) have volatilities of 5.13% and 5.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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