MainStay Balanced Fund (MBAIX) Alternatives
MainStay Balanced Fund (MBAIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MBAIX. 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 MBAIX
MBAIX charges 0.81% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MBAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MBAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MBAIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MBAIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MBAIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MBAIX vs BWBIX |
Best Risk-Adjusted Alternatives to MBAIX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MBAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MBAIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MBAIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MBAIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MBAIX vs PMAIX |
Top Performing MBAIX Alternatives (YTD)
MBAIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | MBAIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MBAIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MBAIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MBAIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MBAIX vs CONWX |
Lowest Volatility Alternatives to MBAIX
MBAIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MBAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MBAIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MBAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MBAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MBAIX vs SICIX |
Lowest Drawdown Alternatives to MBAIX
MBAIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MBAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MBAIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MBAIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MBAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MBAIX vs SICIX |
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 | MBAIX vs MLAAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | -0.62% | May 1, 1986 | MBAIX vs MHCAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 41 | -7.16% | Jan 2, 2004 | MBAIX vs MSXAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 42 | -7.11% | Jan 2, 1991 | MBAIX vs MSPIX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 19 | -13.45% | Aug 7, 2006 | MBAIX vs KLGAX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 91 | -0.03% | Jan 1, 1991 | MBAIX vs MSTIX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 54 | 1.68% | Dec 3, 2008 | MBAIX vs EPLCX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 83 | 2.83% | Dec 26, 2005 | MBAIX vs EPSYX | |
| MainStay Floating Rate Fund | Bank Loan | 79 | -1.50% | May 2, 2004 | MBAIX vs MXFIX | |
| MainStay CBRE Real Estate Fund | REIT | 8 | 3.34% | Dec 31, 1996 | MBAIX vs CRARX |
Often Compared With MBAIX
What investors most often compare with MBAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | MBAIX vs FXAIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | MBAIX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | MBAIX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | MBAIX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | MBAIX vs MAANX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | MBAIX vs WWWEX |
Compare MBAIX with Any Fund or Stock
Compare MBAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.