E-Valuator Growth (70%-85%) RMS Fund (EVGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EVGRX
EVGRX charges 0.98% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among EVGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | EVGRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | EVGRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | EVGRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | EVGRX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | EVGRX vs FYMIX |
Best Risk-Adjusted Alternatives to EVGRX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | EVGRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | EVGRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | EVGRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | EVGRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | EVGRX vs PMAIX |
Top Performing EVGRX Alternatives (YTD)
EVGRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | EVGRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | EVGRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | EVGRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | EVGRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | EVGRX vs CONWX |
Lowest Volatility Alternatives to EVGRX
EVGRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | EVGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | EVGRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | EVGRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | EVGRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | EVGRX vs SICIX |
Lowest Drawdown Alternatives to EVGRX
EVGRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | EVGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | EVGRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | EVGRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | EVGRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | EVGRX vs SICIX |
Other Mutual Funds from E-Valuator funds
Most popular E-Valuator funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| E-Valuator Very Conservative (0%-15%) RMS Fund | Diversified Portfolio | 74 | -1.22% | May 25, 2016 | EVGRX vs EVVCX | |
| E-Valuator Conservative/Moderate (30%-50%) RMS Fun... | Diversified Portfolio | 66 | -2.29% | May 25, 2016 | EVGRX vs EVFTX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 60 | -3.75% | Feb 28, 2012 | EVGRX vs EVFGX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 72 | -1.75% | Feb 28, 2012 | EVGRX vs EVFCX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 63 | -3.02% | Feb 28, 2012 | EVGRX vs EVFMX |
Often Compared With EVGRX
What investors most often compare with EVGRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | EVGRX vs MAANX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | EVGRX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | EVGRX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | EVGRX vs QBDSX |
Compare EVGRX with Any Fund or Stock
Compare EVGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.