EVFCX vs. MAANX
Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and Mutual of America Aggressive Allocation Fund (MAANX).
EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. MAANX is managed by Mutual of America. It was launched on Nov 29, 2021.
Performance
EVFCX vs. MAANX - Performance Comparison
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EVFCX vs. MAANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | -0.48% | 10.49% | 3.43% | 6.73% | -9.65% | 1.78% | 10.42% |
MAANX Mutual of America Aggressive Allocation Fund | -0.83% | 16.23% | 12.16% | 12.48% | -15.74% | 14.83% | 860.00% |
Returns By Period
In the year-to-date period, EVFCX achieves a -0.48% return, which is significantly higher than MAANX's -0.83% return.
EVFCX
- 1D
- 1.28%
- 1M
- -2.93%
- YTD
- -0.48%
- 6M
- 0.37%
- 1Y
- 9.16%
- 3Y*
- 5.84%
- 5Y*
- 2.35%
- 10Y*
- —
MAANX
- 1D
- 2.43%
- 1M
- -5.00%
- YTD
- -0.83%
- 6M
- 1.40%
- 1Y
- 16.59%
- 3Y*
- 11.51%
- 5Y*
- 5.55%
- 10Y*
- —
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EVFCX vs. MAANX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is higher than MAANX's 0.05% expense ratio.
Return for Risk
EVFCX vs. MAANX — Risk / Return Rank
EVFCX
MAANX
EVFCX vs. MAANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and Mutual of America Aggressive Allocation Fund (MAANX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EVFCX | MAANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.20 | +0.23 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.81 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 0.98 | +1.14 |
Martin ratioReturn relative to average drawdown | 8.31 | 4.58 | +3.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVFCX | MAANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.20 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.39 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.16 | +0.47 |
Correlation
The correlation between EVFCX and MAANX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EVFCX vs. MAANX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.84%, less than MAANX's 10.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | 2.84% | 2.83% | 1.81% | 3.66% | 2.06% | 12.38% | 1.68% | 2.17% | 6.26% | 4.47% | 0.76% |
MAANX Mutual of America Aggressive Allocation Fund | 10.77% | 10.68% | 7.81% | 4.21% | 12.49% | 7.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EVFCX vs. MAANX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, smaller than the maximum MAANX drawdown of -29.21%. Use the drawdown chart below to compare losses from any high point for EVFCX and MAANX.
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Drawdown Indicators
| EVFCX | MAANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -29.21% | +10.10% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -10.72% | +6.18% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -22.63% | +9.25% |
Current DrawdownCurrent decline from peak | -3.30% | -5.86% | +2.56% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -5.72% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 2.81% | -1.65% |
Volatility
EVFCX vs. MAANX - Volatility Comparison
The current volatility for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) is 3.04%, while Mutual of America Aggressive Allocation Fund (MAANX) has a volatility of 4.39%. This indicates that EVFCX experiences smaller price fluctuations and is considered to be less risky than MAANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFCX | MAANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 4.39% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 4.36% | 8.48% | -4.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 15.67% | -9.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 16.35% | -10.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.55% | 385.82% | -379.27% |