Allspring Diversified Income Builder Fund (EKSAX) 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 EKSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EKSAX
EKSAX charges 0.85% annually. There are 359 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 | EKSAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EKSAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EKSAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EKSAX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | EKSAX vs FYMIX |
Best Risk-Adjusted Alternatives to EKSAX
EKSAX has a PortfoliosLab risk / return rank of 76. There are 99 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 | EKSAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EKSAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | EKSAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | EKSAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | EKSAX vs AYBLX |
Top Performing EKSAX Alternatives (YTD)
EKSAX is at 6.15% YTD. There are 300 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | EKSAX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | EKSAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | EKSAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | EKSAX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | EKSAX vs SMIFX |
Lowest Volatility Alternatives to EKSAX
EKSAX has 6.77% 1-year volatility. There are 156 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 | EKSAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | EKSAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | EKSAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EKSAX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | EKSAX vs CSTAX |
Lowest Drawdown Alternatives to EKSAX
EKSAX has a 1-year max drawdown of -5.01%. There are 131 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 | EKSAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EKSAX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | EKSAX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EKSAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EKSAX vs SICIX |
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 | 21 | -2.97% | — | Jan 1998 | EKSAX vs EKWAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 25 | 10.53% | — | — | EKSAX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 81 | 0.73% | — | Aug 1999 | EKSAX vs SSHIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.38% | — | Aug 1999 | EKSAX vs SADIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 12 | 6.69% | — | Jan 1998 | EKSAX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 20 | 13.34% | — | May 1993 | EKSAX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 70 | 10.79% | — | Feb 1990 | EKSAX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | 8.48% | — | Feb 2000 | EKSAX vs SENAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 51 | 18.58% | — | Jan 2002 | EKSAX vs SCVAX | |
| Allspring Index Asset Allocation Fund | Diversified Portfolio | 59 | 6.10% | — | Nov 1986 | EKSAX vs SFAAX |
Often Compared With EKSAX
Investors most often compare EKSAX with INPFX, BAICX, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare EKSAX with Any Fund or Stock
Compare EKSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EKSAX with funds that move differently
Allspring Diversified Income Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EKSAX.
Explore EKSAX Diversifiers