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 451 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | EKBAX vs VBAIX | |
| 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 |
Best Risk-Adjusted Alternatives to EKBAX
EKBAX has a PortfoliosLab risk / return rank of 91. There are 28 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 | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | EKBAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | EKBAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | EKBAX vs AYBLX |
Top Performing EKBAX Alternatives (YTD)
EKBAX is at 31.44% YTD. No mutual funds in the Diversified Portfolio category have higher YTD returns; the top-performing alternatives shown here go as high as 20.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Income Fund | 20.32% | — | May 2004 | EKBAX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | EKBAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | EKBAX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | EKBAX vs DGIFX | |
| AB Emerging Markets Multi-Asset Portfolio | 17.24% | — | Aug 2011 | EKBAX vs ABIEX |
Lowest Volatility Alternatives to EKBAX
EKBAX has 20.06% 1-year volatility. There are 541 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | EKBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | EKBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | EKBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | EKBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | EKBAX vs CSTAX |
Lowest Drawdown Alternatives to EKBAX
EKBAX has a 1-year max drawdown of -10.21%. There are 520 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
The 10 most viewed Allspring mutual funds shown here include EKWAX, WFMIX, SADIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 27 | -10.56% | — | Jan 1998 | EKBAX vs EKWAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 41 | 14.34% | — | — | EKBAX vs WFMIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.74% | — | Aug 1999 | EKBAX vs SADIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 71 | 0.62% | — | Aug 1999 | EKBAX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 6 | 1.17% | — | Jan 1998 | EKBAX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 33 | 16.26% | — | May 1993 | EKBAX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 75 | 12.14% | — | Feb 1990 | EKBAX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | 7.56% | — | Feb 2000 | EKBAX vs SENAX | |
| Allspring Asset Allocation Fund | Diversified Portfolio | 64 | 8.72% | — | Jul 1996 | EKBAX vs EAAFX | |
| Allspring Alternative Risk Premia Fund | Multistrategy | 96 | 9.57% | — | Jan 2019 | EKBAX vs WRPIX |
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