MainStay Epoch Capital Growth Fund (MECVX) 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 MECVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MECVX
MECVX charges 1.39% annually. There are 220 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MECVX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MECVX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MECVX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MECVX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MECVX vs VTWAX |
Best Risk-Adjusted Alternatives to MECVX
MECVX has a PortfoliosLab risk / return rank of 28. There are 162 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | MECVX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | MECVX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | MECVX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | MECVX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | MECVX vs PGVFX |
Top Performing MECVX Alternatives (YTD)
MECVX is at 8.21% YTD. There are 161 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 | MECVX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | MECVX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | MECVX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | MECVX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | MECVX vs YFSNX |
Lowest Volatility Alternatives to MECVX
MECVX has 13.16% 1-year volatility. There are 91 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 | MECVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | MECVX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | MECVX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | MECVX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | MECVX vs SGMAX |
Lowest Drawdown Alternatives to MECVX
MECVX has a 1-year max drawdown of -10.06%. There are 94 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 | MECVX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MECVX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MECVX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MECVX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MECVX vs CSUAX |
Other Mutual Funds from MainStay
The 6 most viewed MainStay mutual funds shown here include MDHVX, MTFEX, MMHVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay MacKay Short Duration High Yield Fund | High Yield Bonds | 93 | 2.11% | — | Dec 2012 | MECVX vs MDHVX | |
| MainStay MacKay Strategic Municipal Allocation Fun... | Municipal Bonds | 76 | 1.67% | — | Jun 2019 | MECVX vs MTFEX | |
| MainStay MacKay High Yield Municipal Bond Fund | High Yield Muni | 88 | 3.38% | — | Mar 2010 | MECVX vs MMHVX | |
| MainStay Candriam Emerging Markets Equity Fund | Emerging Markets Diversified | 86 | 26.67% | — | Nov 2017 | MECVX vs MCYVX | |
| MainStay MacKay New York Tax Free Opportunities Fu... | Municipal Bonds | 87 | 2.84% | — | May 2012 | MECVX vs MNOVX | |
| MainStay MacKay California Tax Free Opportunities ... | Municipal Bonds | 77 | 2.06% | — | Feb 2013 | MECVX vs MSCVX |
Often Compared With MECVX
Investors most often compare MECVX with GCCHX, ARTHX, CAEIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare MECVX with Any Fund or Stock
Compare MECVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MECVX with funds that move differently
MainStay Epoch Capital Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MECVX.
Explore MECVX Diversifiers