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 86 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 | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | MOPIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | MOPIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | MOPIX vs VSMAX |
Best Risk-Adjusted Alternatives to MOPIX
MOPIX has a PortfoliosLab risk / return rank of 93. There are 2 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | MOPIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | MOPIX vs WESCX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | MOPIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | MOPIX vs RYOTX | |
| Voya Index Plus SmallCap Portfolio | 87 | — | Dec 1997 | MOPIX vs IPSIX |
Top Performing MOPIX Alternatives (YTD)
MOPIX is at 30.52% YTD. There are 7 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | MOPIX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | MOPIX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | MOPIX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | MOPIX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | MOPIX vs HASCX |
Lowest Volatility Alternatives to MOPIX
MOPIX has 19.25% 1-year volatility. There are 124 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | MOPIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | MOPIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | MOPIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | MOPIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | MOPIX vs BOSOX |
Lowest Drawdown Alternatives to MOPIX
MOPIX has a 1-year max drawdown of -9.84%. There are 69 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% | 2.90B | Apr 2006 | MOPIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | 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 | 10 | 5.23% | — | Jul 1995 | MOPIX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 62 | 9.53% | — | Jan 2004 | MOPIX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | 1.40% | — | May 1986 | MOPIX vs MHCAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 64 | 9.65% | — | Jan 1991 | MOPIX vs MSPIX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 92 | 18.65% | — | Dec 2005 | MOPIX vs EPSYX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 78 | 0.99% | — | Jan 1991 | MOPIX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 19 | 15.19% | — | Dec 1996 | MOPIX vs CRARX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 12 | 1.11% | — | Aug 2006 | MOPIX vs KLGAX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 85 | 14.23% | — | Dec 2008 | MOPIX vs EPLCX | |
| MainStay Floating Rate Fund | Bank Loan | 62 | 0.75% | — | May 2004 | MOPIX vs MXFIX |
Often Compared With MOPIX
Investors most often compare MOPIX with JUSSX, KCSIX, DFSTX. 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