MainStay Epoch U.S. Equity Yield Fund (EPLCX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EPLCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPLCX
EPLCX charges 0.73% annually. There are 137 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | EPLCX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | EPLCX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | EPLCX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | EPLCX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | EPLCX vs VVIAX |
Best Risk-Adjusted Alternatives to EPLCX
EPLCX has a PortfoliosLab risk / return rank of 90. There are 62 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | EPLCX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | EPLCX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | EPLCX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | EPLCX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | EPLCX vs PKAIX |
Top Performing EPLCX Alternatives (YTD)
EPLCX is at 16.35% YTD. There are 58 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | EPLCX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | EPLCX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | EPLCX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | EPLCX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | EPLCX vs NFJEX |
Lowest Volatility Alternatives to EPLCX
EPLCX has 9.86% 1-year volatility. There are 37 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | EPLCX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | EPLCX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | EPLCX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | EPLCX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | EPLCX vs TMMAX |
Lowest Drawdown Alternatives to EPLCX
EPLCX has a 1-year max drawdown of -6.37%. There are 59 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | EPLCX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | EPLCX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | EPLCX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | EPLCX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | EPLCX vs SVAIX |
Other Mutual Funds from New York Life
The 10 most viewed New York Life mutual funds shown here include MLAAX, MSXAX, MHCAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay Winslow Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.78% | — | Jul 1995 | EPLCX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 64 | 11.04% | — | Jan 2004 | EPLCX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 84 | 1.89% | — | May 1986 | EPLCX vs MHCAX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 94 | 20.07% | — | Dec 2005 | EPLCX vs EPSYX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 65 | 11.17% | — | Jan 1991 | EPLCX vs MSPIX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 80 | 1.26% | — | Jan 1991 | EPLCX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 37 | 17.44% | — | Dec 1996 | EPLCX vs CRARX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 9 | 2.02% | — | Aug 2006 | EPLCX vs KLGAX | |
| MainStay Floating Rate Fund | Bank Loan | 60 | 1.28% | — | May 2004 | EPLCX vs MXFIX | |
| MainStay Moderate Allocation Fund | Diversified Portfolio | 66 | 8.16% | — | Apr 2005 | EPLCX vs MMRIX |
Often Compared With EPLCX
Investors most often compare EPLCX with EPDPX, EPASX, MGDIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare EPLCX with Any Fund or Stock
Compare EPLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPLCX with funds that move differently
MainStay Epoch U.S. Equity Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPLCX.
Explore EPLCX Diversifiers