E-Valuator Growth (70%-85%) RMS Fund (EVGRX) 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 EVGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EVGRX
EVGRX charges 0.98% annually. There are 402 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 | EVGRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EVGRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EVGRX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EVGRX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | EVGRX vs BWBIX |
Best Risk-Adjusted Alternatives to EVGRX
EVGRX has a PortfoliosLab risk / return rank of 57. There are 233 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 | EVGRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EVGRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | EVGRX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | EVGRX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | EVGRX vs AOBLX |
Top Performing EVGRX Alternatives (YTD)
EVGRX is at 10.55% YTD. There are 33 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | EVGRX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | EVGRX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | EVGRX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | EVGRX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | EVGRX vs IOEZX |
Lowest Volatility Alternatives to EVGRX
EVGRX has 12.64% 1-year volatility. There are 493 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 | EVGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | EVGRX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | EVGRX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EVGRX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | EVGRX vs CSTAX |
Lowest Drawdown Alternatives to EVGRX
EVGRX has a 1-year max drawdown of -8.75%. There are 478 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 | EVGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EVGRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EVGRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EVGRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | EVGRX vs CSTAX |
Other Mutual Funds from E-Valuator funds
The 5 most viewed E-Valuator funds mutual funds shown here include EVFTX, EVVCX, EVFCX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| E-Valuator Conservative/Moderate (30%-50%) RMS Fun... | Diversified Portfolio | 56 | 7.14% | — | May 2016 | EVGRX vs EVFTX | |
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 60 | 3.75% | — | May 2016 | EVGRX vs EVVCX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 61 | 5.24% | — | Feb 2012 | EVGRX vs EVFCX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 57 | 11.69% | — | Feb 2012 | EVGRX vs EVFGX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 59 | 8.97% | — | Feb 2012 | EVGRX vs EVFMX |
Often Compared With EVGRX
Investors most often compare EVGRX with SIFAX, QBDSX, AAAAX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare EVGRX with Any Fund or Stock
Compare EVGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EVGRX with funds that move differently
E-Valuator Growth (70%-85%) RMS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVGRX.
Explore EVGRX Diversifiers