E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EVVCX
EVVCX charges 1.20% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among EVVCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | EVVCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | EVVCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | EVVCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | EVVCX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | EVVCX vs MAANX |
Best Risk-Adjusted Alternatives to EVVCX
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 | EVVCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | EVVCX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | EVVCX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | EVVCX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | EVVCX vs PMAIX |
Top Performing EVVCX Alternatives (YTD)
EVVCX 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 | EVVCX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | EVVCX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | EVVCX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | EVVCX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | EVVCX vs CONWX |
Lowest Volatility Alternatives to EVVCX
EVVCX 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 | EVVCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | EVVCX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | EVVCX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | EVVCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | EVVCX vs SICIX |
Lowest Drawdown Alternatives to EVVCX
EVVCX 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 | EVVCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | EVVCX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | EVVCX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | EVVCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | EVVCX 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 Growth (70%-85%) RMS Fund | Diversified Portfolio | 60 | -3.46% | Feb 28, 2012 | EVVCX vs EVGRX | |
| E-Valuator Conservative/Moderate (30%-50%) RMS Fun... | Diversified Portfolio | 66 | -2.29% | May 25, 2016 | EVVCX vs EVFTX | |
| E-Valuator Aggressive Growth (85%-99%) RMS Fund | Diversified Portfolio | 60 | -3.75% | Feb 28, 2012 | EVVCX vs EVFGX | |
| E-Valuator Conservative (15%-30%) RMS Fund | Diversified Portfolio | 72 | -1.75% | Feb 28, 2012 | EVVCX vs EVFCX | |
| E-Valuator Moderate (50%-70%) RMS Fund | Diversified Portfolio | 63 | -3.02% | Feb 28, 2012 | EVVCX vs EVFMX |
Compare EVVCX with Any Fund or Stock
Compare EVVCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.