EVFMX vs. CSTAX
Compare and contrast key facts about E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) and American Funds College 2027 Fund (CSTAX).
EVFMX 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
EVFMX vs. CSTAX - Performance Comparison
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EVFMX vs. CSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFMX E-Valuator Moderate (50%-70%) RMS Fund | -0.71% | 15.41% | 7.57% | 11.01% | -13.31% | 6.66% | 15.65% | 20.16% | -7.91% | 15.82% |
CSTAX American Funds College 2027 Fund | -0.16% | 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, EVFMX achieves a -0.71% return, which is significantly lower than CSTAX's -0.16% return.
EVFMX
- 1D
- 2.38%
- 1M
- -4.69%
- YTD
- -0.71%
- 6M
- 0.99%
- 1Y
- 15.67%
- 3Y*
- 9.91%
- 5Y*
- 4.43%
- 10Y*
- —
CSTAX
- 1D
- 0.49%
- 1M
- -1.68%
- YTD
- -0.16%
- 6M
- 0.99%
- 1Y
- 6.14%
- 3Y*
- 6.11%
- 5Y*
- 2.94%
- 10Y*
- 5.02%
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EVFMX vs. CSTAX - Expense Ratio Comparison
EVFMX has a 1.00% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Return for Risk
EVFMX vs. CSTAX — Risk / Return Rank
EVFMX
CSTAX
EVFMX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) 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.
| EVFMX | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.81 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.61 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.39 | -0.47 |
Martin ratioReturn relative to average drawdown | 8.29 | 9.64 | -1.35 |
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
| EVFMX | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.81 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.57 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.86 | -0.26 |
Correlation
The correlation between EVFMX and CSTAX is 0.77, 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
EVFMX vs. CSTAX - Dividend Comparison
EVFMX's dividend yield for the trailing twelve months is around 9.25%, more than CSTAX's 5.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFMX E-Valuator Moderate (50%-70%) RMS Fund | 9.25% | 9.19% | 0.50% | 2.52% | 1.96% | 21.05% | 3.39% | 2.53% | 9.89% | 7.05% | 0.70% | 0.00% |
CSTAX American Funds College 2027 Fund | 5.27% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
EVFMX vs. CSTAX - Drawdown Comparison
The maximum EVFMX drawdown since its inception was -28.30%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for EVFMX and CSTAX.
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Drawdown Indicators
| EVFMX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.30% | -14.52% | -13.78% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -2.72% | -5.76% |
Max Drawdown (5Y)Largest decline over 5 years | -19.62% | -14.52% | -5.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.52% | — |
Current DrawdownCurrent decline from peak | -5.25% | -2.00% | -3.25% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -2.37% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 0.67% | +1.29% |
Volatility
EVFMX vs. CSTAX - Volatility Comparison
E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) has a higher volatility of 5.06% compared to American Funds College 2027 Fund (CSTAX) at 1.43%. This indicates that EVFMX'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
| EVFMX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 1.43% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 7.80% | 2.11% | +5.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.18% | 3.50% | +8.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.15% | 5.16% | +4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.73% | 5.82% | +5.91% |