AMINX vs VSMPX

Both AMINX and VSMPX are mutual funds. AMINX has a lower 5-year return than VSMPX (13.75% vs 15.59%). AMINX has a higher expense ratio than VSMPX (0.8% vs 0.02%). Below is the comparison between AMINX and VSMPX.

AMINX VSMPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Amana Vanguard
Net Assets $848.60M $296.55B
Expense Ratio 0.80% 0.02%
Management Style active passive (index-based)
Dividend Yield 1.06% 1.22%
Minimum Investment $100,000.00 $100,000,000.00
YTD Return -5.49% -8.50%
1-Year Return 2.06% -5.58%
3-Year Return 16.91% 19.35%
5-Year Return 13.75% 15.59%
10-Year Return 12.05% 14.67%

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 -5.49%
1-Month Return -2.68%
3-Month Return 2.06%
1-Year Return 2.06%
3-Year Return 16.91%
5-Year Return 13.75%
10-Year Return 12.05%
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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VSMPX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VSMPX performance & returns

YTD Return -8.50%
1-Month Return -6.32%
3-Month Return -5.58%
1-Year Return -5.58%
3-Year Return 19.35%
5-Year Return 15.59%
10-Year Return 14.67%
VSMPX expense ratio is 0.02%.

VSMPX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

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