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 a closer substitute for your current allocation.
Cheapest Alternatives to EPSYX
EPSYX charges 0.84% annually. There are 78 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | EPSYX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | EPSYX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | EPSYX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | EPSYX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | EPSYX vs UCEQX |
Best Risk-Adjusted Alternatives to EPSYX
EPSYX has a PortfoliosLab risk / return rank of 93. There is 1 mutual fund in the Global Equities category with a higher risk-adjusted rank, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | EPSYX vs LVAGX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | EPSYX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | EPSYX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | EPSYX vs PGVFX | |
| LSV Global Managed Volatility Fund | 91 | — | Jun 2014 | EPSYX vs LVAFX |
Top Performing EPSYX Alternatives (YTD)
EPSYX is at 20.76% YTD. There are 6 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | EPSYX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | EPSYX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | EPSYX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | EPSYX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | EPSYX vs YFSNX |
Lowest Volatility Alternatives to EPSYX
EPSYX has 10.51% 1-year volatility. There are 20 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | EPSYX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | EPSYX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | EPSYX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | EPSYX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | EPSYX vs SGMAX |
Lowest Drawdown Alternatives to EPSYX
EPSYX has a 1-year max drawdown of -7.22%. There are 17 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | EPSYX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | EPSYX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | EPSYX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | EPSYX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | EPSYX vs CSUAX |
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 | 5.35% | — | Jul 1995 | EPSYX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 62 | 11.08% | — | Jan 2004 | EPSYX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 85 | 1.89% | — | May 1986 | EPSYX vs MHCAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 64 | 11.21% | — | Jan 1991 | EPSYX vs MSPIX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 81 | 1.26% | — | Jan 1991 | EPSYX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 34 | 16.94% | — | Dec 1996 | EPSYX vs CRARX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 88 | 17.02% | — | Dec 2008 | EPSYX vs EPLCX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 11 | 2.95% | — | Aug 2006 | EPSYX vs KLGAX | |
| MainStay Floating Rate Fund | Bank Loan | 62 | 1.28% | — | May 2004 | EPSYX vs MXFIX | |
| MainStay Moderate Allocation Fund | Diversified Portfolio | 60 | 8.23% | — | Apr 2005 | EPSYX vs MMRIX |
Often Compared With EPSYX
Investors most often compare EPSYX with EPASX, GQRIX, MKHCX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare EPSYX with Any Fund or Stock
Compare EPSYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPSYX with funds that move differently
MainStay Epoch Global Equity Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPSYX.
Explore EPSYX Diversifiers