MainStay Epoch Global Equity Yield Fund (EPSYX) Alternatives
MainStay Epoch Global Equity Yield Fund (EPSYX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EPSYX. 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 EPSYX
EPSYX charges 0.84% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among EPSYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | EPSYX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | EPSYX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | EPSYX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | EPSYX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | EPSYX vs VMNVX |
Best Risk-Adjusted Alternatives to EPSYX
Among mutual funds in the Global 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 Global Capital Cycles Fund | 97 | May 23, 1984 | EPSYX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | EPSYX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | EPSYX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | EPSYX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | EPSYX vs GLIFX |
Top Performing EPSYX Alternatives (YTD)
EPSYX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | EPSYX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | EPSYX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | EPSYX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | EPSYX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | EPSYX vs GQRIX |
Lowest Volatility Alternatives to EPSYX
EPSYX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | EPSYX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | EPSYX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | EPSYX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | EPSYX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | EPSYX vs GLIFX |
Lowest Drawdown Alternatives to EPSYX
EPSYX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | EPSYX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | EPSYX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | EPSYX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | EPSYX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | EPSYX vs FGIAX |
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 | EPSYX vs MLAAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | -0.62% | May 1, 1986 | EPSYX vs MHCAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 41 | -7.16% | Jan 2, 2004 | EPSYX vs MSXAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 42 | -7.11% | Jan 2, 1991 | EPSYX vs MSPIX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 19 | -13.45% | Aug 7, 2006 | EPSYX vs KLGAX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 91 | -0.03% | Jan 1, 1991 | EPSYX vs MSTIX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 54 | 1.68% | Dec 3, 2008 | EPSYX vs EPLCX | |
| MainStay Floating Rate Fund | Bank Loan | 79 | -1.50% | May 2, 2004 | EPSYX vs MXFIX | |
| MainStay CBRE Real Estate Fund | REIT | 8 | 3.34% | Dec 31, 1996 | EPSYX vs CRARX | |
| MainStay MacKay High Yield Corporate Bond Fund | High Yield Bonds | — | — | May 1, 1986 | EPSYX vs MKHCX |
Often Compared With EPSYX
What investors most often compare with EPSYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| EP Emerging Markets Small Companies Fund | Emerging Markets Diversified | 79 | 0.17% | Nov 30, 2010 | EPSYX vs EPASX | |
| MainStay Growth Allocation Fund | Diversified Portfolio | 38 | -3.96% | Apr 3, 2005 | EPSYX vs MGDIX | |
| MainStay WMC Enduring Capital Fund | Large Cap Blend Equities | 1 | -4.54% | Jun 1, 1998 | EPSYX vs MSOAX | |
| MainStay Balanced Fund | Diversified Portfolio | 39 | -1.36% | Apr 30, 1989 | EPSYX vs MBAIX | |
| MainStay WMC International Research Equity Fund | Foreign Large Cap Equities | 87 | -0.87% | Sep 28, 2007 | EPSYX vs MYIIX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | EPSYX vs FMIEX | |
| MainStay Equity Allocation Fund | Diversified Portfolio | 32 | -5.05% | Apr 3, 2005 | EPSYX vs MGXIX |
Compare EPSYX with Any Fund or Stock
Compare EPSYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.