MainStay WMC Enduring Capital Fund (MSOAX) belongs to the Large 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 MSOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSOAX
MSOAX charges 0.91% annually. There are 279 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MSOAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MSOAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MSOAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MSOAX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | MSOAX vs BKTSX |
Best Risk-Adjusted Alternatives to MSOAX
MSOAX has a PortfoliosLab risk / return rank of 3. There are 387 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MSOAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | MSOAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | MSOAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | MSOAX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MSOAX vs IGIAX |
Top Performing MSOAX Alternatives (YTD)
MSOAX is at 2.15% YTD. There are 360 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | MSOAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | MSOAX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | MSOAX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | MSOAX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | MSOAX vs POSKX |
Lowest Volatility Alternatives to MSOAX
MSOAX has 12.86% 1-year volatility. There are 247 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MSOAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MSOAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | MSOAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | MSOAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | MSOAX vs FSUVX |
Lowest Drawdown Alternatives to MSOAX
MSOAX has a 1-year max drawdown of -11.43%. There are 339 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MSOAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MSOAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MSOAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MSOAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MSOAX vs QUERX |
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 | 6.03% | — | Jul 1995 | MSOAX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 63 | 9.95% | — | Jan 2004 | MSOAX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 83 | 1.40% | — | May 1986 | MSOAX vs MHCAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 65 | 10.06% | — | Jan 1991 | MSOAX vs MSPIX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 91 | 18.44% | — | Dec 2005 | MSOAX vs EPSYX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 79 | 1.10% | — | Jan 1991 | MSOAX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 16 | 14.00% | — | Dec 1996 | MSOAX vs CRARX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 13 | 2.62% | — | Aug 2006 | MSOAX vs KLGAX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 84 | 13.75% | — | Dec 2008 | MSOAX vs EPLCX | |
| MainStay Floating Rate Fund | Bank Loan | 64 | 0.87% | — | May 2004 | MSOAX vs MXFIX |
Often Compared With MSOAX
Investors most often compare MSOAX with XLK, FEQHX, IICAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MSOAX with Any Fund or Stock
Compare MSOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSOAX with funds that move differently
MainStay WMC Enduring Capital Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSOAX.
Explore MSOAX Diversifiers