CIBC Atlas All Cap Growth Fund (AWGIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AWGIX
AWGIX charges 0.96% annually. There are 273 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | AWGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | AWGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AWGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AWGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | AWGIX vs VIGAX |
Best Risk-Adjusted Alternatives to AWGIX
AWGIX has a PortfoliosLab risk / return rank of 8. There are 354 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | AWGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | AWGIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | AWGIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | AWGIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | AWGIX vs FOCPX |
Top Performing AWGIX Alternatives (YTD)
AWGIX is at 8.63% YTD. There are 150 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | AWGIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | AWGIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | AWGIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | AWGIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | AWGIX vs POGRX |
Lowest Volatility Alternatives to AWGIX
AWGIX has 17.75% 1-year volatility. There are 305 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | AWGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | AWGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | AWGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | AWGIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | AWGIX vs GQEPX |
Lowest Drawdown Alternatives to AWGIX
AWGIX has a 1-year max drawdown of -17.32%. There are 317 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AWGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AWGIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AWGIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AWGIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AWGIX vs DNVYX |
Other Mutual Funds from CIBC Private Wealth Management
The 4 most viewed CIBC Private Wealth Management mutual funds shown here include AWEIX, AWWIX, AWMIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CIBC Atlas Disciplined Equity Fund | Large Cap Blend Equities | 17 | 1.72% | — | Dec 2005 | AWGIX vs AWEIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 15 | 4.89% | — | May 2019 | AWGIX vs AWWIX | |
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | 10 | 9.87% | — | Jun 2014 | AWGIX vs AWMIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 11 | -0.56% | — | Jun 2014 | AWGIX vs AWIIX |
Often Compared With AWGIX
Investors most often compare AWGIX with DGSIX, DREVX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare AWGIX with Any Fund or Stock
Compare AWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AWGIX with funds that move differently
CIBC Atlas All Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWGIX.
Explore AWGIX Diversifiers