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 280 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | MSOAX vs VSMPX |
Best Risk-Adjusted Alternatives to MSOAX
MSOAX has a PortfoliosLab risk / return rank of 3. There are 390 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | MSOAX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | MSOAX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | MSOAX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | MSOAX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | MSOAX vs GTLOX |
Top Performing MSOAX Alternatives (YTD)
MSOAX is at 5.51% YTD. There are 354 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | MSOAX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | MSOAX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | MSOAX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | MSOAX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | MSOAX vs RESGX |
Lowest Volatility Alternatives to MSOAX
MSOAX has 12.89% 1-year volatility. There are 246 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MSOAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MSOAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | MSOAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | MSOAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | MSOAX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | 8 | 5.35% | — | Jul 1995 | MSOAX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 62 | 11.08% | — | Jan 2004 | MSOAX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 85 | 1.89% | — | May 1986 | MSOAX vs MHCAX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 93 | 20.76% | — | Dec 2005 | MSOAX vs EPSYX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 64 | 11.21% | — | Jan 1991 | MSOAX vs MSPIX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 81 | 1.26% | — | Jan 1991 | MSOAX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 34 | 16.94% | — | Dec 1996 | MSOAX vs CRARX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 88 | 17.02% | — | Dec 2008 | MSOAX vs EPLCX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 11 | 2.95% | — | Aug 2006 | MSOAX vs KLGAX | |
| MainStay Floating Rate Fund | Bank Loan | 62 | 1.28% | — | May 2004 | MSOAX vs MXFIX |
Often Compared With MSOAX
Investors most often compare MSOAX with XLK, FEQHX, IICAX. These 20 comparison targets span 4 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