EVFGX vs. CSTAX
Compare and contrast key facts about E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) and American Funds College 2027 Fund (CSTAX).
EVFGX is managed by E-Valuator funds. It was launched on Feb 28, 2012. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
EVFGX vs. CSTAX - Performance Comparison
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EVFGX vs. CSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFGX E-Valuator Aggressive Growth (85%-99%) RMS Fund | -3.75% | 19.07% | 9.32% | 15.33% | -15.99% | 11.00% | 19.54% | 24.65% | -11.29% | 19.61% |
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
Returns By Period
In the year-to-date period, EVFGX achieves a -3.75% return, which is significantly lower than CSTAX's -0.65% return.
EVFGX
- 1D
- -0.62%
- 1M
- -9.25%
- YTD
- -3.75%
- 6M
- -1.08%
- 1Y
- 17.42%
- 3Y*
- 11.65%
- 5Y*
- 5.45%
- 10Y*
- —
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
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EVFGX vs. CSTAX - Expense Ratio Comparison
EVFGX has a 0.99% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Return for Risk
EVFGX vs. CSTAX — Risk / Return Rank
EVFGX
CSTAX
EVFGX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) and American Funds College 2027 Fund (CSTAX). 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.
| EVFGX | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.73 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.47 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.23 | -0.85 |
Martin ratioReturn relative to average drawdown | 6.13 | 9.16 | -3.03 |
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
| EVFGX | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.73 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.57 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.86 | -0.30 |
Correlation
The correlation between EVFGX and CSTAX is 0.73, 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
EVFGX vs. CSTAX - Dividend Comparison
EVFGX's dividend yield for the trailing twelve months is around 20.14%, more than CSTAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFGX E-Valuator Aggressive Growth (85%-99%) RMS Fund | 20.14% | 19.39% | 0.00% | 1.37% | 0.96% | 17.87% | 2.97% | 0.74% | 8.11% | 9.49% | 0.31% | 0.00% |
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
EVFGX vs. CSTAX - Drawdown Comparison
The maximum EVFGX drawdown since its inception was -33.61%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for EVFGX and CSTAX.
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Drawdown Indicators
| EVFGX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.61% | -14.52% | -19.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.52% | -2.72% | -8.80% |
Max Drawdown (5Y)Largest decline over 5 years | -24.37% | -14.52% | -9.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.52% | — |
Current DrawdownCurrent decline from peak | -9.76% | -2.48% | -7.28% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -2.37% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 0.66% | +1.92% |
Volatility
EVFGX vs. CSTAX - Volatility Comparison
E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) has a higher volatility of 5.51% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that EVFGX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFGX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 1.32% | +4.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 2.05% | +7.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 3.47% | +12.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.39% | 5.16% | +9.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 5.82% | +9.80% |