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 405 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | EVFGX vs VBAIX | |
| 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 53. There are 378 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | EVFGX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | EVFGX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | EVFGX vs AYBLX |
Top Performing EVFGX Alternatives (YTD)
EVFGX is at 12.36% YTD. There are 34 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | EVFGX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | EVFGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | EVFGX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | EVFGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | EVFGX vs TIBIX |
Lowest Volatility Alternatives to EVFGX
EVFGX has 14.41% 1-year volatility. There are 518 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 | EVFGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | EVFGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | EVFGX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EVFGX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EVFGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EVFGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EVFGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | EVFGX vs CSTAX |
Other Mutual Funds from E-Valuator funds
The 5 most viewed E-Valuator funds mutual funds shown here include EVFTX, EVVCX, EVGRX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| E-Valuator Conservative/Moderate (30%-50%) RMS Fun... | Diversified Portfolio | 54 | 7.23% | — | May 2016 | EVFGX vs EVFTX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 54 | 3.35% | — | May 2016 | EVFGX vs EVVCX | |
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 54 | 10.99% | — | Feb 2012 | EVFGX vs EVGRX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 55 | 5.04% | — | Feb 2012 | EVFGX vs EVFCX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 54 | 9.33% | — | Feb 2012 | EVFGX vs EVFMX |
Often Compared With EVFGX
Investors most often compare EVFGX with FZROX, BERIX, CONWX. These 20 comparison targets span 4 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