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CIBC Atlas Disciplined Equity Fund (AWEIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AWEIX

AWEIX charges 0.72% annually. There are 209 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to AWEIX

AWEIX has a PortfoliosLab risk / return rank of 23. There are 341 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.


Top Performing AWEIX Alternatives (YTD)

AWEIX is at 4.36% YTD. There are 355 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.


Lowest Volatility Alternatives to AWEIX

AWEIX has 11.54% 1-year volatility. There are 79 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.


Lowest Drawdown Alternatives to AWEIX

AWEIX has a 1-year max drawdown of -11.93%. There are 351 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.


Other Mutual Funds from CIBC Private Wealth Management

The 5 most viewed CIBC Private Wealth Management mutual funds shown here include AWGIX, AWYIX, AWWIX and span 4 categories.


Often Compared With AWEIX

Investors most often compare AWEIX with DGSIX, DREVX, DURPX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
DFA Global Allocation 60/40 PortfolioDiversified Portfolio
79
8.03%
Dec 2003AWEIX vs DGSIX
BNY Mellon Large Cap Securities FundLarge Cap Growth Equities
37
7.36%
May 1951AWEIX vs DREVX
DFA US High Relative Profitability PortfolioLarge Cap Blend Equities
43
9.01%
May 2017AWEIX vs DURPX
Vanguard S&P 500 ETFS&P 500
75
11.69%
1.60TSep 2010AWEIX vs VOO
Berkshire Hathaway Inc.
17
-6.20%
AWEIX vs BRK-B
State Street SPDR S&P 500 ETFS&P 500
75
11.69%
781.00BJan 1993AWEIX vs SPY
T. Rowe Price U.S. Equity Research FundLarge Cap Blend Equities
71
11.76%
Nov 1994AWEIX vs PRCOX
GQG Partners US Select Quality Equity FundLarge Cap Blend Equities
9
8.22%
Sep 2018AWEIX vs GQEIX
Permanent Portfolio Aggressive Growth Fund Class ALarge Cap Blend Equities
82
16.21%
Jan 1990AWEIX vs PAGDX
Fidelity Hedged Equity FundLarge Cap Blend Equities
69
10.01%
Sep 2022AWEIX vs FEQHX
Fidelity Infrastructure FundLarge Cap Blend Equities
42
7.99%
Nov 2019AWEIX vs FNSTX
Muhlenkamp FundLarge Cap Blend Equities
37
10.81%
Nov 1988AWEIX vs MUHLX
Pin Oak EquityLarge Cap Blend Equities
84
15.77%
Aug 1992AWEIX vs POGSX
Invesco S&P 500 Equal Weight ETFS&P 500
54
10.12%
89.51BApr 2003AWEIX vs RSP
First Eagle Overseas Fund Class ILarge Cap Blend Equities, Foreign Large Cap Equities
60
10.28%
AWEIX vs SGOIX
Fidelity Series Large Cap Stock FundLarge Cap Blend Equities
82
10.37%
Dec 2012AWEIX vs FGLGX
Nationwide GQG US Quality Equity FundLarge Cap Blend Equities
8
7.87%
Jan 2021AWEIX vs NWAUX
Capital Group Dividend Value ETFLarge Cap Value Equities, Dividend
82
12.51%
35.12BFeb 2022AWEIX vs CGDV
DFA International Core Equity Portfolio IForeign Large Cap Equities, Large Cap Blend Equities
48
10.70%
Sep 2005AWEIX vs DFIEX
Fidelity Advisor Growth & Income Fund Class ZLarge Cap Blend Equities
61
7.68%
Mar 2025AWEIX vs FGJEX

Compare AWEIX with Any Fund or Stock

Compare AWEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair AWEIX with funds that move differently

CIBC Atlas Disciplined Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWEIX.

Explore AWEIX Diversifiers