E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EVFGX
EVFGX charges 0.99% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among EVFGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | EVFGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | EVFGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | EVFGX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | EVFGX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | EVFGX vs BWBIX |
Best Risk-Adjusted Alternatives to EVFGX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | EVFGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | EVFGX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | EVFGX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | EVFGX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | EVFGX vs PMAIX |
Top Performing EVFGX Alternatives (YTD)
EVFGX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | EVFGX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | EVFGX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | EVFGX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | EVFGX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | EVFGX vs CONWX |
Lowest Volatility Alternatives to EVFGX
EVFGX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | EVFGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | EVFGX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | EVFGX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | EVFGX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | EVFGX vs SICIX |
Lowest Drawdown Alternatives to EVFGX
EVFGX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | EVFGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | EVFGX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | EVFGX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | EVFGX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | EVFGX vs SICIX |
Other Mutual Funds from E-Valuator funds
Most popular E-Valuator funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 60 | -3.46% | Feb 28, 2012 | EVFGX vs EVGRX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 74 | -1.22% | May 25, 2016 | EVFGX vs EVVCX | |
| E-Valuator Conservative/Moderate (30%-50%) RMS Fun... | Diversified Portfolio | 66 | -2.29% | May 25, 2016 | EVFGX vs EVFTX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 72 | -1.75% | Feb 28, 2012 | EVFGX vs EVFCX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 63 | -3.02% | Feb 28, 2012 | EVFGX vs EVFMX |
Often Compared With EVFGX
What investors most often compare with EVFGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | EVFGX vs FZROX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | EVFGX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | EVFGX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | EVFGX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | EVFGX vs MAANX |
Compare EVFGX with Any Fund or Stock
Compare EVFGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.