MainStay WMC Small Companies Fund (MOPIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MOPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MOPIX
MOPIX charges 0.97% annually. There are 87 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | MOPIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | MOPIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | MOPIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | MOPIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | MOPIX vs VSMAX |
Best Risk-Adjusted Alternatives to MOPIX
MOPIX has a PortfoliosLab risk / return rank of 94. There are 3 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 97 | — | Nov 2017 | MOPIX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 96 | — | Apr 1997 | MOPIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 96 | — | Apr 1997 | MOPIX vs WESCX | |
| Vanguard Strategic Small-Cap Equity Fund | 94 | 3.10B | Apr 2006 | MOPIX vs VSTCX | |
| River Oak Discovery Fund | 94 | — | Jun 2005 | MOPIX vs RIVSX |
Top Performing MOPIX Alternatives (YTD)
MOPIX is at 27.40% YTD. There are 14 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.56% | — | Dec 1991 | MOPIX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.36% | — | Dec 2007 | MOPIX vs PVIVX | |
| River Oak Discovery Fund | 31.95% | — | Jun 2005 | MOPIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | MOPIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 31.36% | — | Apr 1997 | MOPIX vs WESCX |
Lowest Volatility Alternatives to MOPIX
MOPIX has 19.36% 1-year volatility. There are 130 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.41% | — | Feb 2017 | MOPIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.46% | 16.04B | Sep 1996 | MOPIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.52% | — | Nov 1996 | MOPIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.88% | — | Sep 2011 | MOPIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.89% | — | Sep 2011 | MOPIX vs FTHNX |
Lowest Drawdown Alternatives to MOPIX
MOPIX has a 1-year max drawdown of -9.84%. There are 70 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | MOPIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | MOPIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | MOPIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | MOPIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | MOPIX vs SSCDX |
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 | 2.73% | — | Jul 1995 | MOPIX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 71 | 11.45% | — | Jan 2004 | MOPIX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 61 | 1.10% | — | May 1986 | MOPIX vs MHCAX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 97 | 21.79% | — | Dec 2005 | MOPIX vs EPSYX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 71 | 11.60% | — | Jan 1991 | MOPIX vs MSPIX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 58 | 0.71% | — | Jan 1991 | MOPIX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 49 | 18.13% | — | Dec 1996 | MOPIX vs CRARX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 8 | -0.60% | — | Aug 2006 | MOPIX vs KLGAX | |
| MainStay Floating Rate Fund | Bank Loan | 56 | 1.16% | — | May 2004 | MOPIX vs MXFIX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 95 | 18.18% | — | Dec 2008 | MOPIX vs EPLCX |
Often Compared With MOPIX
Investors most often compare MOPIX with JUSSX, DFSTX, BIAYX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare MOPIX with Any Fund or Stock
Compare MOPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MOPIX with funds that move differently
MainStay WMC Small Companies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MOPIX.
Explore MOPIX Diversifiers