AWGIX vs. DREVX
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and BNY Mellon Large Cap Securities Fund (DREVX).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. DREVX is managed by BNY Mellon. It was launched on May 24, 1951.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWGIX or DREVX.
Key characteristics
| AWGIX | DREVX | |
|---|---|---|
| YTD Return | 7.10% | 10.62% |
| 1Y Return | 34.39% | 31.44% |
| 3Y Return (Ann) | 5.83% | 11.26% |
| 5Y Return (Ann) | 13.31% | 16.01% |
| 10Y Return (Ann) | 9.06% | 13.22% |
| Sharpe Ratio | 2.21 | 2.58 |
| Daily Std Dev | 15.66% | 12.73% |
| Max Drawdown | -52.78% | -54.68% |
| Current Drawdown | -5.81% | -4.80% |
Correlation
The correlation between AWGIX and DREVX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AWGIX vs. DREVX - Performance Comparison
In the year-to-date period, AWGIX achieves a 7.10% return, which is significantly lower than DREVX's 10.62% return. Over the past 10 years, AWGIX has underperformed DREVX with an annualized return of 9.06%, while DREVX has yielded a comparatively higher 13.22% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AWGIX vs. DREVX - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is higher than DREVX's 0.70% expense ratio.
Risk-Adjusted Performance
AWGIX vs. DREVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and BNY Mellon Large Cap Securities Fund (DREVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AWGIX vs. DREVX - Dividend Comparison
AWGIX's dividend yield for the trailing twelve months is around 1.09%, less than DREVX's 5.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | 1.09% | 1.17% | 6.87% | 11.20% | 7.87% | 10.11% | 20.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DREVX BNY Mellon Large Cap Securities Fund | 5.57% | 5.12% | 3.80% | 11.43% | 6.28% | 6.74% | 9.01% | 9.11% | 8.71% | 11.24% | 11.88% | 8.78% |
Drawdowns
AWGIX vs. DREVX - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.78%, roughly equal to the maximum DREVX drawdown of -54.68%. Use the drawdown chart below to compare losses from any high point for AWGIX and DREVX. For additional features, visit the drawdowns tool.
Volatility
AWGIX vs. DREVX - Volatility Comparison
CIBC Atlas All Cap Growth Fund (AWGIX) has a higher volatility of 5.09% compared to BNY Mellon Large Cap Securities Fund (DREVX) at 4.79%. This indicates that AWGIX's price experiences larger fluctuations and is considered to be riskier than DREVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.