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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | EVFMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EVFMX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EVFMX vs VTMFX |
Best Risk-Adjusted Alternatives to EVFMX
EVFMX has a PortfoliosLab risk / return rank of 53. There are 321 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 | 97 | — | Dec 2002 | EVFMX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | EVFMX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | EVFMX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | EVFMX vs AOBLX |
Top Performing EVFMX Alternatives (YTD)
EVFMX is at 8.70% YTD. There are 128 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | EVFMX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | EVFMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | EVFMX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | EVFMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | EVFMX vs TIBIX |
Lowest Volatility Alternatives to EVFMX
EVFMX has 10.90% 1-year volatility. There are 425 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 | EVFMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | EVFMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | EVFMX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EVFMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | EVFMX vs CSTAX |
Lowest Drawdown Alternatives to EVFMX
EVFMX has a 1-year max drawdown of -7.46%. There are 395 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | EVFMX 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 | 52 | 6.79% | — | May 2016 | EVFMX vs EVFTX | |
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 53 | 10.38% | — | Feb 2012 | EVFMX vs EVGRX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 53 | 3.04% | — | May 2016 | EVFMX vs EVVCX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 54 | 4.75% | — | Feb 2012 | EVFMX vs EVFCX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 52 | 11.61% | — | Feb 2012 | EVFMX vs EVFGX |
Often Compared With EVFMX
Investors most often compare EVFMX with WWWEX, PUDZX, PMAIX. These 19 comparison targets span 2 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