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 222 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 | MECVX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MECVX vs GWOAX | |
| 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% | 97.00B | Feb 2019 | MECVX vs VTWAX |
Best Risk-Adjusted Alternatives to MECVX
MECVX has a PortfoliosLab risk / return rank of 29. There are 169 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | MECVX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | MECVX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | MECVX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | MECVX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | MECVX vs PGVFX |
Top Performing MECVX Alternatives (YTD)
MECVX is at 6.78% YTD. There are 185 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | MECVX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | MECVX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | MECVX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | MECVX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | MECVX vs EPSYX |
Lowest Volatility Alternatives to MECVX
MECVX has 13.29% 1-year volatility. There are 82 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | MECVX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | MECVX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | MECVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | MECVX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | MECVX vs SVTAX |
Lowest Drawdown Alternatives to MECVX
MECVX has a 1-year max drawdown of -10.06%. There are 97 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | MECVX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | MECVX vs MBXAX | |
| 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 |
Other Mutual Funds from MainStay
The 6 most viewed MainStay mutual funds shown here include MDHVX, MMHVX, MTFEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay MacKay Short Duration High Yield Fund | High Yield Bonds | 89 | 1.89% | — | Dec 2012 | MECVX vs MDHVX | |
| MainStay MacKay High Yield Municipal Bond Fund | High Yield Muni | 91 | 1.73% | — | Mar 2010 | MECVX vs MMHVX | |
| MainStay MacKay Strategic Municipal Allocation Fun... | Municipal Bonds | 70 | 0.29% | — | Jun 2019 | MECVX vs MTFEX | |
| MainStay Candriam Emerging Markets Equity Fund | Emerging Markets Equities | 66 | 18.01% | — | Nov 2017 | MECVX vs MCYVX | |
| MainStay MacKay California Tax Free Opportunities ... | Municipal Bonds | 71 | 0.37% | — | Feb 2013 | MECVX vs MSCVX | |
| MainStay MacKay New York Tax Free Opportunities Fu... | Municipal Bonds | 86 | 1.13% | — | May 2012 | MECVX vs MNOVX |
Often Compared With MECVX
Investors most often compare MECVX with GCCHX, ARTHX, MFWIX. These 20 comparison targets span 4 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