Allspring Diversified Capital Builder Fund (EKBAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EKBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EKBAX
EKBAX charges 1.10% annually. There are 448 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | EKBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EKBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EKBAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EKBAX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | EKBAX vs FYMIX |
Best Risk-Adjusted Alternatives to EKBAX
EKBAX has a PortfoliosLab risk / return rank of 93. There are 5 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | EKBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EKBAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | EKBAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | EKBAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | EKBAX vs AOBLX |
Top Performing EKBAX Alternatives (YTD)
EKBAX is at 34.11% YTD. No mutual funds in the Diversified Portfolio category have higher YTD returns; the top-performing alternatives shown here go as high as 20.86%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | EKBAX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | EKBAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | EKBAX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | EKBAX vs IOEZX | |
| Sound Mind Investing Fund | 13.35% | — | Dec 2005 | EKBAX vs SMIFX |
Lowest Volatility Alternatives to EKBAX
EKBAX has 18.48% 1-year volatility. There are 537 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | EKBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | EKBAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | EKBAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EKBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | EKBAX vs CSTAX |
Lowest Drawdown Alternatives to EKBAX
EKBAX has a 1-year max drawdown of -7.32%. There are 379 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | EKBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EKBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EKBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EKBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | EKBAX vs CSTAX |
Other Mutual Funds from Allspring Global Investments
The 10 most viewed Allspring Global Investments mutual funds shown here include EKWAX, WFMIX, SSHIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 17 | -8.88% | — | Jan 1998 | EKBAX vs EKWAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 23 | 10.31% | — | — | EKBAX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 80 | 0.73% | — | Aug 1999 | EKBAX vs SSHIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.38% | — | Aug 1999 | EKBAX vs SADIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 9 | 3.50% | — | Jan 1998 | EKBAX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 18 | 12.56% | — | May 1993 | EKBAX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 60 | 8.91% | — | Feb 1990 | EKBAX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 11 | 7.17% | — | Feb 2000 | EKBAX vs SENAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 50 | 18.43% | — | Jan 2002 | EKBAX vs SCVAX | |
| Allspring Index Asset Allocation Fund | Diversified Portfolio | 50 | 4.76% | — | Nov 1986 | EKBAX vs SFAAX |
Often Compared With EKBAX
Investors most often compare EKBAX with VOO, PAGRX, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare EKBAX with Any Fund or Stock
Compare EKBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EKBAX with funds that move differently
Allspring Diversified Capital Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EKBAX.
Explore EKBAX Diversifiers