DREVX vs. AWGIX

In the year-to-date period, DREVX achieves a 29.15% return, which is significantly higher than AWGIX's 27.09% return. Over the past 10 years, DREVX has outperformed AWGIX with an annualized return of 13.86%, while AWGIX has yielded a comparatively lower 4.13% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DREVX has a 0.70% expense ratio, which is lower than AWGIX's 0.96% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) and CIBC Atlas All Cap Growth Fund (AWGIX). 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.

The current DREVX Sharpe Ratio is 2.56, which is comparable to the AWGIX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of DREVX and AWGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DREVX's dividend yield for the trailing twelve months is around 0.24%, while AWGIX has not paid dividends to shareholders.

The maximum DREVX drawdown since its inception was -54.68%, roughly equal to the maximum AWGIX drawdown of -52.77%. Use the drawdown chart below to compare losses from any high point for DREVX and AWGIX. For additional features, visit the drawdowns tool.

The current volatility for BNY Mellon Large Cap Securities Fund (DREVX) is 4.59%, while CIBC Atlas All Cap Growth Fund (AWGIX) has a volatility of 6.59%. This indicates that DREVX experiences smaller price fluctuations and is considered to be less risky than AWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.