CIBC Atlas Disciplined Equity Fund (AWEIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AWEIX
AWEIX charges 0.72% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among AWEIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | AWEIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | AWEIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | AWEIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | AWEIX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | AWEIX vs SSEYX |
Best Risk-Adjusted Alternatives to AWEIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | AWEIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | AWEIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | AWEIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | AWEIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | AWEIX vs DHAMX |
Top Performing AWEIX Alternatives (YTD)
AWEIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | AWEIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | AWEIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | AWEIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | AWEIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | AWEIX vs RCKSX |
Lowest Volatility Alternatives to AWEIX
AWEIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | AWEIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | AWEIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | AWEIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | AWEIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | AWEIX vs QUERX |
Lowest Drawdown Alternatives to AWEIX
AWEIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | AWEIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | AWEIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | AWEIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | AWEIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | AWEIX vs GQEIX |
Other Mutual Funds from CIBC Private Wealth Management
Most popular CIBC Private Wealth Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| CIBC Atlas All Cap Growth Fund | Large Cap Growth Equities | 5 | -12.17% | Sep 28, 2007 | AWEIX vs AWGIX | |
| CIBC Atlas Equity Income Fund | Large Cap Growth Equities | 11 | -5.86% | Apr 30, 2010 | AWEIX vs AWYIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 16 | -6.13% | May 30, 2019 | AWEIX vs AWWIX | |
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | 8 | -5.30% | Jun 27, 2014 | AWEIX vs AWMIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 11 | -5.21% | Jun 26, 2014 | AWEIX vs AWIIX |
Often Compared With AWEIX
What investors most often compare with AWEIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA Global Allocation 60/40 Portfolio | Diversified Portfolio | 74 | -1.70% | Dec 23, 2003 | AWEIX vs DGSIX | |
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | -9.64% | May 24, 1951 | AWEIX vs DREVX | |
| DFA US High Relative Profitability Portfolio | Large Cap Blend Equities | 27 | -5.20% | May 16, 2017 | AWEIX vs DURPX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AWEIX vs VOO | |
| Berkshire Hathaway Inc. | 20 | -4.67% | — | AWEIX vs BRK-B | ||
| Vanguard Total Stock Market Index Fund Institution... | Large Cap Blend Equities | 46 | -6.74% | Apr 28, 2015 | AWEIX vs VSMPX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | AWEIX vs SPY | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 42 | -7.21% | Nov 30, 1994 | AWEIX vs PRCOX | |
| Capital Group Dividend Value ETF | Large Cap Value Equities, Dividend | 78 | -2.26% | Feb 22, 2022 | AWEIX vs CGDV | |
| Invesco S&P 500 Equal Weight ETF | S&P 500 | 47 | 0.62% | Apr 24, 2003 | AWEIX vs RSP |
Compare AWEIX with Any Fund or Stock
Compare AWEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.