E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) 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 EVFMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EVFMX
EVFMX charges 1.00% annually. There are 413 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 | EVFMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EVFMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EVFMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | EVFMX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | EVFMX vs FYMIX |
Best Risk-Adjusted Alternatives to EVFMX
EVFMX has a PortfoliosLab risk / return rank of 64. There are 229 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 | EVFMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EVFMX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | EVFMX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | EVFMX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | EVFMX vs AYBLX |
Top Performing EVFMX Alternatives (YTD)
EVFMX is at 10.57% YTD. There are 78 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | EVFMX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | EVFMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | EVFMX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | EVFMX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | EVFMX vs SMIFX |
Lowest Volatility Alternatives to EVFMX
EVFMX has 10.70% 1-year volatility. There are 421 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 | EVFMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | EVFMX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | EVFMX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EVFMX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | EVFMX vs CSTAX |
Lowest Drawdown Alternatives to EVFMX
EVFMX has a 1-year max drawdown of -7.46%. There are 396 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 | EVFMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EVFMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EVFMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EVFMX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | EVFMX vs FSRKX |
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 | 62 | 8.29% | — | May 2016 | EVFMX vs EVFTX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 64 | 4.26% | — | May 2016 | EVFMX vs EVVCX | |
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 63 | 12.37% | — | Feb 2012 | EVFMX vs EVGRX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 64 | 6.01% | — | Feb 2012 | EVFMX vs EVFCX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 63 | 13.86% | — | Feb 2012 | EVFMX vs EVFGX |
Often Compared With EVFMX
Investors most often compare EVFMX with WWWEX, PUDZX, PMAIX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EVFMX with Any Fund or Stock
Compare EVFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EVFMX with funds that move differently
E-Valuator Moderate (50%-70%) RMS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVFMX.
Explore EVFMX Diversifiers