CIBC Atlas Equity Income Fund (AWYIX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWYIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AWYIX
AWYIX charges 0.95% annually. There are 52 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | AWYIX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | AWYIX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | AWYIX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | AWYIX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | AWYIX vs VDIGX |
Best Risk-Adjusted Alternatives to AWYIX
AWYIX has a PortfoliosLab risk / return rank of 19. There are 72 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 94 | — | Mar 2005 | AWYIX vs SVAAX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | AWYIX vs VIHAX | |
| Goldman Sachs Equity Income Fund | 94 | — | Feb 1993 | AWYIX vs GSGRX | |
| Russell Investments Equity Income Fund | 93 | — | Mar 2000 | AWYIX vs REAYX | |
| Pioneer Multi-Asset Income Fund A | 93 | — | Dec 2011 | AWYIX vs PMAIX |
Top Performing AWYIX Alternatives (YTD)
AWYIX is at 2.82% YTD. There are 75 mutual funds in the Dividend category with higher YTD returns, going as high as 20.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 20.50% | — | Jan 2013 | AWYIX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 19.85% | — | May 2012 | AWYIX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 18.64% | — | Feb 1993 | AWYIX vs GSGRX | |
| Russell Investments Equity Income Fund | 17.91% | — | Mar 2000 | AWYIX vs REAYX | |
| MFS Equity Income Fund | 17.78% | — | Sep 2012 | AWYIX vs EQNIX |
Lowest Volatility Alternatives to AWYIX
AWYIX has 10.24% 1-year volatility. There are 21 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | AWYIX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.40% | — | Dec 1973 | AWYIX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.18% | — | Jul 1987 | AWYIX vs CAIFX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | AWYIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | AWYIX vs ACIIX |
Lowest Drawdown Alternatives to AWYIX
AWYIX has a 1-year max drawdown of -8.35%. There are 50 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | AWYIX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | AWYIX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | AWYIX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | AWYIX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | AWYIX vs CDDYX |
Other Mutual Funds from CIBC Private Wealth Management
The 5 most viewed CIBC Private Wealth Management mutual funds shown here include AWGIX, AWEIX, AWWIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CIBC Atlas All Cap Growth Fund | Large Cap Growth Equities | 8 | 7.75% | — | Sep 2007 | AWYIX vs AWGIX | |
| CIBC Atlas Disciplined Equity Fund | Large Cap Blend Equities | 18 | 4.03% | — | Dec 2005 | AWYIX vs AWEIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 25 | 5.45% | — | May 2019 | AWYIX vs AWWIX | |
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | 8 | 8.42% | — | Jun 2014 | AWYIX vs AWMIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 23 | 1.77% | — | Jun 2014 | AWYIX vs AWIIX |
Often Compared With AWYIX
Investors most often compare AWYIX with DREVX, DGSIX, DFLVX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare AWYIX with Any Fund or Stock
Compare AWYIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AWYIX with funds that move differently
CIBC Atlas Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWYIX.
Explore AWYIX Diversifiers