AMINX vs VIIIX

Both AMINX and VIIIX are mutual funds. AMINX has a lower 5-year return than VIIIX (14.17% vs 17.89%). AMINX has a higher expense ratio than VIIIX (0.8% vs 0.02%). Below is the comparison between AMINX and VIIIX.

AMINX VIIIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Amana Vanguard
Net Assets $794.20M $169.85B
Expense Ratio 0.80% 0.02%
Management Style active passive (index-based)
Dividend Yield 1.18% 1.28%
Minimum Investment $100,000.00 $200,000,000.00
YTD Return 16.29% 23.89%
1-Year Return 1.33% 3.13%
3-Year Return 16.79% 21.92%
5-Year Return 14.17% 17.89%
10-Year Return 13.22% 17.08%

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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VIIIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the Standard & Poors 500 Index by investing all of its assets in the stocks that make up the Index.

VIIIX performance & returns

YTD Return 23.89%
1-Month Return 0.57%
3-Month Return 3.13%
1-Year Return 3.13%
3-Year Return 21.92%
5-Year Return 17.89%
10-Year Return 17.08%
VIIIX expense ratio is 0.02%.

VIIIX holdings

Top 10 Holdings (28.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.73%
Microsoft Corp MSFT 5.76%
Amazon.com Inc AMZN 4.85%
Facebook Inc A FB 2.28%
Alphabet Inc A GOOGL 1.59%
Alphabet Inc Class C GOOG 1.56%
Berkshire Hathaway Inc Class B BRK.B 1.53%
Johnson & Johnson JNJ 1.42%
Procter & Gamble Co PG 1.25%
Visa Inc Class A V 1.22%

Other relevant VIIIX comparisons

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