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 52 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 | |
| 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% | 33.80B | Sep 2011 | AWMIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | AWMIX vs VMFGX |
Best Risk-Adjusted Alternatives to AWMIX
AWMIX has a PortfoliosLab risk / return rank of 8. There are 85 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | AWMIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | AWMIX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | AWMIX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | AWMIX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | AWMIX vs POAGX |
Top Performing AWMIX Alternatives (YTD)
AWMIX is at 9.53% YTD. There are 70 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | AWMIX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | AWMIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | AWMIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | AWMIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | AWMIX vs POAGX |
Lowest Volatility Alternatives to AWMIX
AWMIX has 15.70% 1-year volatility. There are 31 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | AWMIX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | AWMIX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | AWMIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | AWMIX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | AWMIX vs VLIFX |
Lowest Drawdown Alternatives to AWMIX
AWMIX has a 1-year max drawdown of -10.42%. There are 26 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 | -7.85% | — | 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, AWYIX, AWEIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CIBC Atlas All Cap Growth Fund | Large Cap Growth Equities | 10 | 10.66% | — | Sep 2007 | AWMIX vs AWGIX | |
| CIBC Atlas Equity Income Fund | Large Cap Growth Equities | 14 | 3.25% | — | Apr 2010 | AWMIX vs AWYIX | |
| CIBC Atlas Disciplined Equity Fund | Large Cap Blend Equities | 18 | 4.07% | — | Dec 2005 | AWMIX vs AWEIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 14 | 5.08% | — | May 2019 | AWMIX vs AWWIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 14 | 1.63% | — | Jun 2014 | AWMIX vs AWIIX |
Often Compared With AWMIX
Investors most often compare AWMIX with VOE, JVMIX, VOT. 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