E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) 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 EVFCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EVFCX
EVFCX charges 1.07% annually. There are 442 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 | EVFCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EVFCX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | EVFCX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EVFCX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | EVFCX vs FYMIX |
Best Risk-Adjusted Alternatives to EVFCX
EVFCX has a PortfoliosLab risk / return rank of 45. There are 406 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 | EVFCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EVFCX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | EVFCX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | EVFCX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | EVFCX vs FSRRX |
Top Performing EVFCX Alternatives (YTD)
EVFCX is at 4.22% YTD. There are 421 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | EVFCX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | EVFCX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | EVFCX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | EVFCX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | EVFCX vs MHELX |
Lowest Volatility Alternatives to EVFCX
EVFCX has 6.47% 1-year volatility. There are 131 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 | EVFCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | EVFCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | EVFCX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | EVFCX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | EVFCX vs CSTAX |
Lowest Drawdown Alternatives to EVFCX
EVFCX has a 1-year max drawdown of -4.52%. There are 96 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 | EVFCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EVFCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EVFCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EVFCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | EVFCX vs CSTAX |
Other Mutual Funds from E-Valuator funds
The 5 most viewed E-Valuator funds mutual funds shown here include EVFTX, EVGRX, EVVCX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| E-Valuator Conservative/Moderate (30%-50%) RMS Fun... | Diversified Portfolio | 47 | 6.25% | — | May 2016 | EVFCX vs EVFTX | |
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 50 | 9.85% | — | Feb 2012 | EVFCX vs EVGRX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 40 | 2.53% | — | May 2016 | EVFCX vs EVVCX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 50 | 11.01% | — | Feb 2012 | EVFCX vs EVFGX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 49 | 8.18% | — | Feb 2012 | EVFCX vs EVFMX |
Often Compared With EVFCX
Investors most often compare EVFCX with CONWX, BERIX, SIFAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EVFCX with Any Fund or Stock
Compare EVFCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EVFCX with funds that move differently
E-Valuator Conservative (15%-30%) RMS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVFCX.
Explore EVFCX Diversifiers