MainStay Epoch U.S. Equity Yield Fund (EPLCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EPLCX
EPLCX charges 0.73% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among EPLCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | EPLCX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | EPLCX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | EPLCX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | EPLCX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | EPLCX vs VVIAX |
Best Risk-Adjusted Alternatives to EPLCX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | EPLCX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | EPLCX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | EPLCX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | EPLCX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | EPLCX vs VALAX |
Top Performing EPLCX Alternatives (YTD)
EPLCX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | EPLCX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | EPLCX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | EPLCX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | EPLCX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | EPLCX vs HFCVX |
Lowest Volatility Alternatives to EPLCX
EPLCX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | EPLCX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | EPLCX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | EPLCX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | EPLCX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | EPLCX vs ACIIX |
Lowest Drawdown Alternatives to EPLCX
EPLCX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | EPLCX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | EPLCX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | EPLCX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | EPLCX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | EPLCX vs PSECX |
Other Mutual Funds from New York Life
Most popular New York Life mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MainStay Winslow Large Cap Growth Fund | Large Cap Growth Equities | 10 | -15.36% | Jul 3, 1995 | EPLCX vs MLAAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | -0.62% | May 1, 1986 | EPLCX vs MHCAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 41 | -7.16% | Jan 2, 2004 | EPLCX vs MSXAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 42 | -7.11% | Jan 2, 1991 | EPLCX vs MSPIX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 19 | -13.45% | Aug 7, 2006 | EPLCX vs KLGAX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 91 | -0.03% | Jan 1, 1991 | EPLCX vs MSTIX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 83 | 2.83% | Dec 26, 2005 | EPLCX vs EPSYX | |
| MainStay Floating Rate Fund | Bank Loan | 79 | -1.50% | May 2, 2004 | EPLCX vs MXFIX | |
| MainStay CBRE Real Estate Fund | REIT | 8 | 3.34% | Dec 31, 1996 | EPLCX vs CRARX | |
| MainStay MacKay High Yield Corporate Bond Fund | High Yield Bonds | — | — | May 1, 1986 | EPLCX vs MKHCX |
Often Compared With EPLCX
What investors most often compare with EPLCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 97 | 5.90% | Jan 10, 2014 | EPLCX vs EPDPX | |
| EP Emerging Markets Small Companies Fund | Emerging Markets Diversified | 79 | 0.17% | Nov 30, 2010 | EPLCX vs EPASX | |
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | EPLCX vs FDFIX | |
| MainStay Growth Allocation Fund | Diversified Portfolio | 38 | -3.96% | Apr 3, 2005 | EPLCX vs MGDIX | |
| MainStay Balanced Fund | Diversified Portfolio | 39 | -1.36% | Apr 30, 1989 | EPLCX vs MBAIX | |
| MainStay Equity Allocation Fund | Diversified Portfolio | 32 | -5.05% | Apr 3, 2005 | EPLCX vs MGXIX | |
| MainStay WMC Enduring Capital Fund | Large Cap Blend Equities | 1 | -4.54% | Jun 1, 1998 | EPLCX vs MSOAX | |
| MainStay WMC International Research Equity Fund | Foreign Large Cap Equities | 87 | -0.87% | Sep 28, 2007 | EPLCX vs MYIIX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | EPLCX vs TILVX |
Compare EPLCX with Any Fund or Stock
Compare EPLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.