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 207 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AWEIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AWEIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AWEIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AWEIX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | AWEIX vs VSMPX |
Best Risk-Adjusted Alternatives to AWEIX
AWEIX has a PortfoliosLab risk / return rank of 16. There are 363 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | AWEIX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | AWEIX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | AWEIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | AWEIX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | AWEIX vs POGSX |
Top Performing AWEIX Alternatives (YTD)
AWEIX is at 3.11% YTD. There are 368 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | AWEIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | AWEIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | AWEIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | AWEIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | AWEIX vs IGIAX |
Lowest Volatility Alternatives to AWEIX
AWEIX has 12.36% 1-year volatility. There are 81 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | AWEIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | AWEIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | AWEIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | AWEIX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | AWEIX vs SILVX |
Lowest Drawdown Alternatives to AWEIX
AWEIX has a 1-year max drawdown of -11.93%. There are 347 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | AWEIX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AWEIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AWEIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AWEIX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | AWEIX vs AMFEX |
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 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CIBC Atlas All Cap Growth Fund | Large Cap Growth Equities | 7 | 5.33% | — | Sep 2007 | AWEIX vs AWGIX | |
| CIBC Atlas Equity Income Fund | Dividend, Large Cap Growth Equities | 20 | 3.06% | — | Apr 2010 | AWEIX vs AWYIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 26 | 6.07% | — | May 2019 | AWEIX vs AWWIX | |
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | 7 | 7.80% | — | Jun 2014 | AWEIX vs AWMIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 23 | 1.97% | — | Jun 2014 | AWEIX vs AWIIX |
Often Compared With AWEIX
Investors most often compare AWEIX with DGSIX, DREVX, DURPX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare AWEIX with Any Fund or Stock
Compare AWEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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