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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | EKSAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EKSAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | EKSAX vs BWBIX |
Best Risk-Adjusted Alternatives to EKSAX
EKSAX has a PortfoliosLab risk / return rank of 57. There are 324 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 | 96 | — | Dec 2009 | EKSAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | EKSAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | EKSAX vs FSRRX |
Top Performing EKSAX Alternatives (YTD)
EKSAX is at 4.09% YTD. There are 426 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | EKSAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | EKSAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | EKSAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | EKSAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | EKSAX vs BRUFX |
Lowest Volatility Alternatives to EKSAX
EKSAX has 7.24% 1-year volatility. There are 167 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 | EKSAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | EKSAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | EKSAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | EKSAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | EKSAX vs CSTAX |
Lowest Drawdown Alternatives to EKSAX
EKSAX has a 1-year max drawdown of -5.01%. There are 129 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 | |
| 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | EKSAX 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 | 35 | -9.10% | — | Jan 1998 | EKSAX vs EKWAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 37 | 13.27% | — | — | EKSAX vs WFMIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 99 | 1.74% | — | Aug 1999 | EKSAX vs SADIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 84 | 0.62% | — | Aug 1999 | EKSAX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 6 | -0.64% | — | Jan 1998 | EKSAX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 25 | 13.11% | — | May 1993 | EKSAX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 65 | 9.91% | — | Feb 1990 | EKSAX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 8 | 4.63% | — | Feb 2000 | EKSAX vs SENAX | |
| Allspring Asset Allocation Fund | Diversified Portfolio | 55 | 7.16% | — | Jul 1996 | EKSAX vs EAAFX | |
| Allspring Alternative Risk Premia Fund | Multistrategy | 96 | 10.43% | — | Jan 2019 | EKSAX vs WRPIX |
Often Compared With EKSAX
Investors most often compare EKSAX with INPFX, BAICX, VOO. These 20 comparison targets span 6 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