VFTNX vs. AMIGX
Compare and contrast key facts about Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) and Amana Growth Fund (AMIGX).
VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003. AMIGX is managed by Amana. It was launched on Sep 25, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFTNX or AMIGX.
Correlation
The correlation between VFTNX and AMIGX is 0.93, 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
VFTNX vs. AMIGX - Performance Comparison
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Key characteristics
VFTNX:
0.67
AMIGX:
-0.02
VFTNX:
1.08
AMIGX:
0.10
VFTNX:
1.16
AMIGX:
1.01
VFTNX:
0.70
AMIGX:
-0.04
VFTNX:
2.59
AMIGX:
-0.11
VFTNX:
5.48%
AMIGX:
8.02%
VFTNX:
20.98%
AMIGX:
21.84%
VFTNX:
-61.92%
AMIGX:
-28.01%
VFTNX:
-3.71%
AMIGX:
-8.22%
Returns By Period
In the year-to-date period, VFTNX achieves a 0.61% return, which is significantly higher than AMIGX's -0.81% return. Over the past 10 years, VFTNX has outperformed AMIGX with an annualized return of 13.01%, while AMIGX has yielded a comparatively lower 8.87% annualized return.
VFTNX
0.61%
13.86%
0.95%
13.90%
17.64%
16.38%
13.01%
AMIGX
-0.81%
14.27%
-4.13%
-1.00%
11.42%
12.56%
8.87%
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VFTNX vs. AMIGX - Expense Ratio Comparison
VFTNX has a 0.12% expense ratio, which is lower than AMIGX's 0.67% expense ratio.
Risk-Adjusted Performance
VFTNX vs. AMIGX — Risk-Adjusted Performance Rank
VFTNX
AMIGX
VFTNX vs. AMIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) and Amana Growth Fund (AMIGX). 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
VFTNX vs. AMIGX - Dividend Comparison
VFTNX's dividend yield for the trailing twelve months is around 1.04%, more than AMIGX's 0.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 1.04% | 1.01% | 1.12% | 1.37% | 0.95% | 1.22% | 1.46% | 1.82% | 1.49% | 1.82% | 1.60% | 1.33% |
AMIGX Amana Growth Fund | 0.10% | 0.10% | 0.33% | 0.43% | 0.28% | 0.44% | 0.59% | 0.62% | 0.73% | 0.90% | 0.71% | 0.53% |
Drawdowns
VFTNX vs. AMIGX - Drawdown Comparison
The maximum VFTNX drawdown since its inception was -61.92%, which is greater than AMIGX's maximum drawdown of -28.01%. Use the drawdown chart below to compare losses from any high point for VFTNX and AMIGX. For additional features, visit the drawdowns tool.
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Volatility
VFTNX vs. AMIGX - Volatility Comparison
The current volatility for Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) is 4.97%, while Amana Growth Fund (AMIGX) has a volatility of 5.99%. This indicates that VFTNX experiences smaller price fluctuations and is considered to be less risky than AMIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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