AMINX vs AIVSX

Both AIVSX and AMINX are mutual funds. AIVSX has a higher 5-year return than AMINX (14.18% vs 14.17%). AIVSX has a lower expense ratio than AMINX (0.59% vs 0.8%). Below is the comparison between AIVSX and AMINX.

AIVSX AMINX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family American Funds Amana
Net Assets $80.13B $794.20M
Expense Ratio 0.59% 0.80%
Management Style active active
Dividend Yield 1.17% 1.18%
Minimum Investment $1,000.00 $100,000.00
YTD Return 20.27% 16.29%
1-Year Return 2.39% 1.33%
3-Year Return 17.73% 16.79%
5-Year Return 14.18% 14.17%
10-Year Return 14.93% 13.22%

AIVSX description

The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.

AIVSX performance & returns

YTD Return 20.27%
1-Month Return -0.61%
3-Month Return 2.39%
1-Year Return 2.39%
3-Year Return 17.73%
5-Year Return 14.18%
10-Year Return 14.93%
AIVSX expense ratio is 0.59%.

AIVSX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.07%
Broadcom Inc AVGO 5.29%
Capital Group Central Cash Fund N/A 4.97%
Facebook Inc A FB 4.57%
Amazon.com Inc AMZN 3.86%
Abbott Laboratories ABT 3.23%
Comcast Corp Class A CMCSA 2.89%
The Home Depot Inc HD 2.53%
Netflix Inc NFLX 2.44%
Apple Inc AAPL 2.26%

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AMINX description

The Fund seeks high current income and preservation of capital, consistent with Islamic principles. The Fund only purchases securities of dividend-paying companies, which are expected to have more stable stock prices.

AMINX performance & returns

YTD Return 16.29%
1-Month Return 2.40%
3-Month Return 1.33%
1-Year Return 1.33%
3-Year Return 16.79%
5-Year Return 14.17%
10-Year Return 13.22%
AMINX expense ratio is 0.8%.

AMINX holdings

Top 10 Holdings (45.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.27%
Eli Lilly and Co LLY 5.66%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 5.52%
Rockwell Automation Inc ROK 5.51%
Illinois Tool Works Inc ITW 4.55%
McCormick & Co Inc Non-Voting MKC 4.20%
PPG Industries Inc PPG 4.02%
Parker Hannifin Corp PH 3.61%
Honeywell International Inc HON 3.32%
Colgate-Palmolive Co CL 3.20%

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