E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) 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 EVFTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EVFTX
EVFTX charges 1.19% annually. There are 466 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 | EVFTX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EVFTX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EVFTX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | EVFTX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EVFTX vs VTMFX |
Best Risk-Adjusted Alternatives to EVFTX
EVFTX has a PortfoliosLab risk / return rank of 53. There are 377 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 | EVFTX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EVFTX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | EVFTX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | EVFTX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | EVFTX vs AYBLX |
Top Performing EVFTX Alternatives (YTD)
EVFTX is at 7.14% YTD. There are 278 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | EVFTX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | EVFTX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | EVFTX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | EVFTX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | EVFTX vs DGIFX |
Lowest Volatility Alternatives to EVFTX
EVFTX has 8.80% 1-year volatility. There are 263 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 | EVFTX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | EVFTX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | EVFTX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | EVFTX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | EVFTX vs CSTAX |
Lowest Drawdown Alternatives to EVFTX
EVFTX has a 1-year max drawdown of -5.94%. There are 225 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 | EVFTX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EVFTX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EVFTX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EVFTX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | EVFTX vs CSTAX |
Other Mutual Funds from E-Valuator funds
The 5 most viewed E-Valuator funds mutual funds shown here include EVGRX, EVVCX, EVFGX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 58 | 11.07% | — | Feb 2012 | EVFTX vs EVGRX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 40 | 3.04% | — | May 2016 | EVFTX vs EVVCX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 58 | 12.43% | — | Feb 2012 | EVFTX vs EVFGX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 46 | 4.81% | — | Feb 2012 | EVFTX vs EVFCX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 55 | 9.25% | — | Feb 2012 | EVFTX vs EVFMX |
Often Compared With EVFTX
Investors most often compare EVFTX with EAERX, FSRTX, BERIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EVFTX with Any Fund or Stock
Compare EVFTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EVFTX with funds that move differently
E-Valuator Conservative/Moderate (30%-50%) RMS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVFTX.
Explore EVFTX Diversifiers