CIBC Atlas Mid Cap Equity Fund (AWMIX) belongs to the Mid 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 AWMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AWMIX
AWMIX charges 0.83% annually. There are 53 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | AWMIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | AWMIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | AWMIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | AWMIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | AWMIX vs VMGMX |
Best Risk-Adjusted Alternatives to AWMIX
AWMIX has a PortfoliosLab risk / return rank of 9. There are 87 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | AWMIX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | AWMIX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | AWMIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | AWMIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | AWMIX vs POAGX |
Top Performing AWMIX Alternatives (YTD)
AWMIX is at 8.92% YTD. There are 72 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | AWMIX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | AWMIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | AWMIX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | AWMIX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | AWMIX vs CTIGX |
Lowest Volatility Alternatives to AWMIX
AWMIX has 14.85% 1-year volatility. There are 31 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | AWMIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | AWMIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | AWMIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | AWMIX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | AWMIX vs SGFFX |
Lowest Drawdown Alternatives to AWMIX
AWMIX has a 1-year max drawdown of -10.42%. There are 30 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | AWMIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | AWMIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | AWMIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | AWMIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | AWMIX vs SECUX |
Other Mutual Funds from CIBC Private Wealth Management
The 5 most viewed CIBC Private Wealth Management mutual funds shown here include AWGIX, AWEIX, AWYIX 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 | AWMIX vs AWGIX | |
| CIBC Atlas Disciplined Equity Fund | Large Cap Blend Equities | 24 | 4.13% | — | Dec 2005 | AWMIX vs AWEIX | |
| CIBC Atlas Equity Income Fund | Large Cap Growth Equities | 15 | 2.05% | — | Apr 2010 | AWMIX vs AWYIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 10 | 4.02% | — | May 2019 | AWMIX vs AWWIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 18 | 1.60% | — | Jun 2014 | AWMIX vs AWIIX |
Often Compared With AWMIX
Investors most often compare AWMIX with VOE, VOT, JVMIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AWMIX with Any Fund or Stock
Compare AWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AWMIX with funds that move differently
CIBC Atlas Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWMIX.
Explore AWMIX Diversifiers