E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) 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 EVVCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EVVCX
EVVCX charges 1.20% 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 | EVVCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | EVVCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | EVVCX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | EVVCX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EVVCX vs VTMFX |
Best Risk-Adjusted Alternatives to EVVCX
EVVCX has a PortfoliosLab risk / return rank of 64. There are 232 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 | EVVCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | EVVCX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | EVVCX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | EVVCX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | EVVCX vs AYBLX |
Top Performing EVVCX Alternatives (YTD)
EVVCX is at 4.26% YTD. There are 417 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 | EVVCX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | EVVCX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | EVVCX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | EVVCX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | EVVCX vs SMIFX |
Lowest Volatility Alternatives to EVVCX
EVVCX has 4.66% 1-year volatility. There are 29 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 | EVVCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | EVVCX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | EVVCX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | EVVCX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | EVVCX vs CSTAX |
Lowest Drawdown Alternatives to EVVCX
EVVCX has a 1-year max drawdown of -3.28%. There are 21 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 | EVVCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | EVVCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | EVVCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | EVVCX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | EVVCX vs FSRKX |
Other Mutual Funds from E-Valuator funds
The 5 most viewed E-Valuator funds mutual funds shown here include EVFTX, EVGRX, 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 | 62 | 8.29% | — | May 2016 | EVVCX vs EVFTX | |
| E-Valuator Growth (70%-85%) RMS Fund | Diversified Portfolio | 63 | 12.37% | — | Feb 2012 | EVVCX vs EVGRX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 64 | 6.01% | — | Feb 2012 | EVVCX vs EVFCX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 63 | 13.86% | — | Feb 2012 | EVVCX vs EVFGX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 64 | 10.57% | — | Feb 2012 | EVVCX vs EVFMX |
Often Compared With EVVCX
Investors most often compare EVVCX with AAAAX, BERIX, PUDZX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare EVVCX with Any Fund or Stock
Compare EVVCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EVVCX with funds that move differently
E-Valuator Very Conservative (0%-15%) RMS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVVCX.
Explore EVVCX Diversifiers