E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) 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 EVFGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EVFGX
EVFGX charges 0.99% annually. There are 402 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 | EVFGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EVFGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EVFGX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | EVFGX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | EVFGX vs FYMIX |
Best Risk-Adjusted Alternatives to EVFGX
EVFGX has a PortfoliosLab risk / return rank of 63. There are 272 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 | EVFGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EVFGX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | EVFGX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | EVFGX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | EVFGX vs FSRKX |
Top Performing EVFGX Alternatives (YTD)
EVFGX is at 14.08% YTD. There are 11 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | EVFGX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | EVFGX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | EVFGX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | EVFGX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | EVFGX vs DGIFX |
Lowest Volatility Alternatives to EVFGX
EVFGX has 13.23% 1-year volatility. There are 515 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 | EVFGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | EVFGX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | EVFGX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | EVFGX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | EVFGX vs CSTAX |
Lowest Drawdown Alternatives to EVFGX
EVFGX has a 1-year max drawdown of -9.76%. There are 511 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 | EVFGX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | EVFGX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | EVFGX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | EVFGX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | EVFGX vs FSRRX |
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 | 65 | 8.38% | — | May 2016 | EVFGX vs EVFTX | |
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 63 | 12.54% | — | Feb 2012 | EVFGX vs EVGRX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 69 | 4.26% | — | May 2016 | EVFGX vs EVVCX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 69 | 6.11% | — | Feb 2012 | EVFGX vs EVFCX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 65 | 10.66% | — | Feb 2012 | EVFGX vs EVFMX |
Often Compared With EVFGX
Investors most often compare EVFGX with FZROX, BERIX, CONWX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EVFGX with Any Fund or Stock
Compare EVFGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EVFGX with funds that move differently
E-Valuator Aggressive Growth (85%-99%) RMS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVFGX.
Explore EVFGX Diversifiers