DURPX vs. AWEIX
Compare and contrast key facts about DFA US High Relative Profitability Portfolio (DURPX) and CIBC Atlas Disciplined Equity Fund (AWEIX).
DURPX is managed by Dimensional Fund Advisors LP. It was launched on May 16, 2017. AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DURPX or AWEIX.
Correlation
The correlation between DURPX and AWEIX is 0.96, 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
DURPX vs. AWEIX - Performance Comparison
Key characteristics
DURPX:
0.47
AWEIX:
0.03
DURPX:
0.78
AWEIX:
0.16
DURPX:
1.11
AWEIX:
1.02
DURPX:
0.46
AWEIX:
0.02
DURPX:
1.91
AWEIX:
0.08
DURPX:
4.42%
AWEIX:
6.40%
DURPX:
17.92%
AWEIX:
18.35%
DURPX:
-31.02%
AWEIX:
-55.48%
DURPX:
-10.76%
AWEIX:
-15.31%
Returns By Period
In the year-to-date period, DURPX achieves a -5.40% return, which is significantly higher than AWEIX's -6.82% return.
DURPX
-5.40%
-4.90%
-5.99%
7.39%
14.01%
N/A
AWEIX
-6.82%
-6.24%
-11.53%
-0.45%
7.99%
6.95%
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DURPX vs. AWEIX - Expense Ratio Comparison
DURPX has a 0.23% expense ratio, which is lower than AWEIX's 0.72% expense ratio.
Risk-Adjusted Performance
DURPX vs. AWEIX — Risk-Adjusted Performance Rank
DURPX
AWEIX
DURPX vs. AWEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA US High Relative Profitability Portfolio (DURPX) and CIBC Atlas Disciplined Equity Fund (AWEIX). 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
DURPX vs. AWEIX - Dividend Comparison
DURPX's dividend yield for the trailing twelve months is around 1.26%, more than AWEIX's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DURPX DFA US High Relative Profitability Portfolio | 1.26% | 1.20% | 1.49% | 1.63% | 1.19% | 1.35% | 1.36% | 1.70% | 0.77% | 0.00% | 0.00% | 0.00% |
AWEIX CIBC Atlas Disciplined Equity Fund | 0.67% | 0.62% | 0.88% | 0.92% | 0.48% | 0.59% | 0.81% | 1.80% | 0.81% | 0.91% | 0.98% | 0.80% |
Drawdowns
DURPX vs. AWEIX - Drawdown Comparison
The maximum DURPX drawdown since its inception was -31.02%, smaller than the maximum AWEIX drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for DURPX and AWEIX. For additional features, visit the drawdowns tool.
Volatility
DURPX vs. AWEIX - Volatility Comparison
DFA US High Relative Profitability Portfolio (DURPX) and CIBC Atlas Disciplined Equity Fund (AWEIX) have volatilities of 13.19% and 13.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.