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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AWEIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | AWEIX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 342.00B | Jul 1997 | AWEIX vs VIIIX |
Best Risk-Adjusted Alternatives to AWEIX
AWEIX has a PortfoliosLab risk / return rank of 24. There are 340 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | AWEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | AWEIX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | AWEIX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | AWEIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | AWEIX vs GTLOX |
Top Performing AWEIX Alternatives (YTD)
AWEIX is at 4.13% YTD. There are 353 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | AWEIX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | AWEIX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | AWEIX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | AWEIX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | AWEIX vs IGIAX |
Lowest Volatility Alternatives to AWEIX
AWEIX has 11.52% 1-year volatility. There are 77 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | AWEIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | AWEIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | AWEIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | AWEIX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | AWEIX vs FULVX |
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%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | AWEIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AWEIX vs ORDNX | |
| 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 |
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.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CIBC Atlas All Cap Growth Fund | Large Cap Growth Equities | 8 | 8.58% | — | Sep 2007 | AWEIX vs AWGIX | |
| CIBC Atlas Equity Income Fund | Large Cap Growth Equities | 15 | 2.05% | — | Apr 2010 | AWEIX vs AWYIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 10 | 4.02% | — | May 2019 | AWEIX vs AWWIX | |
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | 9 | 8.92% | — | Jun 2014 | AWEIX vs AWMIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 18 | 1.60% | — | Jun 2014 | AWEIX vs AWIIX |
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.
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