CIBC Atlas Equity Income Fund (AWYIX) 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 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 265 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 | AWYIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AWYIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | AWYIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AWYIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | AWYIX vs VRGWX |
Best Risk-Adjusted Alternatives to AWYIX
AWYIX has a PortfoliosLab risk / return rank of 15. There are 246 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | AWYIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | AWYIX vs CHAIX | |
| One Rock Fund | 89 | — | Mar 2020 | AWYIX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | AWYIX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | AWYIX vs VHCAX |
Top Performing AWYIX Alternatives (YTD)
AWYIX is at 3.06% YTD. There are 323 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | AWYIX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | AWYIX vs IOLZX | |
| Chase Growth Fund Institutional Class | 26.75% | — | Jan 2007 | AWYIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | AWYIX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | AWYIX vs CHASX |
Lowest Volatility Alternatives to AWYIX
AWYIX has 10.17% 1-year volatility. There are 3 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | AWYIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | AWYIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | AWYIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | AWYIX vs GQEPX | |
| AMG Veritas Global Real Return Fund | 10.78% | — | Jan 1991 | AWYIX vs BLUEX |
Lowest Drawdown Alternatives to AWYIX
AWYIX has a 1-year max drawdown of -8.35%. There are 6 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 | AWYIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AWYIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AWYIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AWYIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AWYIX vs DNVYX |
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 | 9 | 9.10% | — | Sep 2007 | AWYIX vs AWGIX | |
| CIBC Atlas Disciplined Equity Fund | Large Cap Blend Equities | 17 | 3.44% | — | Dec 2005 | AWYIX vs AWEIX | |
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | 14 | 3.96% | — | May 2019 | AWYIX vs AWWIX | |
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | 8 | 9.53% | — | Jun 2014 | AWYIX vs AWMIX | |
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | 14 | 1.63% | — | 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