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MainStay S&P 500 Index Fund (MSPIX) 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 MSPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MSPIX

MSPIX charges 0.25% annually. There are 73 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to MSPIX

MSPIX has a PortfoliosLab risk / return rank of 72. There are 106 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.


Top Performing MSPIX Alternatives (YTD)

MSPIX is at 11.58% YTD. There are 135 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.


Lowest Volatility Alternatives to MSPIX

MSPIX has 11.87% 1-year volatility. There are 133 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.


Lowest Drawdown Alternatives to MSPIX

MSPIX has a 1-year max drawdown of -8.93%. There are 161 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.


Other Mutual Funds from New York Life

The 10 most viewed New York Life mutual funds shown here include MLAAX, MHCAX, MSXAX and span 9 categories.


Often Compared With MSPIX

Investors most often compare MSPIX with VOO, VTTSX, VTWAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010MSPIX vs VOO
Vanguard Target Retirement 2060 FundDiversified Portfolio, Target Retirement Date
71
12.17%
44.60BJan 2012MSPIX vs VTTSX
Vanguard Total World Stock Index Fund Admiral Shar...Large Cap Growth Equities
70
13.15%
90.20BFeb 2019MSPIX vs VTWAX
MainStay MacKay High Yield Corporate Bond FundHigh Yield BondsMay 1986MSPIX vs MKHCX
MainStay WMC Enduring Capital FundLarge Cap Blend Equities
1
-0.19%
Jun 1998MSPIX vs MSOAX
MainStay Balanced FundDiversified Portfolio
56
4.97%
Apr 1989MSPIX vs MBAIX
MainStay Equity Allocation FundDiversified Portfolio
55
12.33%
Apr 2005MSPIX vs MGXIX
MainStay WMC International Research Equity FundForeign Large Cap Equities
74
14.09%
Sep 2007MSPIX vs MYIIX
Permanent Portfolio Aggressive Growth Fund Class ALarge Cap Blend Equities
80
16.08%
Jan 1990MSPIX vs PAGDX
MainStay Growth Allocation FundDiversified Portfolio
58
10.42%
Apr 2005MSPIX vs MGDIX
MainStay WMC Value FundLarge Cap Value Equities
53
7.80%
Jan 1971MSPIX vs MUBFX
MainStay MacKay Total Return Bond FundIntermediate Core-Plus Bond
28
0.81%
Jan 1991MSPIX vs MTMIX
Pin Oak EquityLarge Cap Blend Equities
83
15.39%
Aug 1992MSPIX vs POGSX
GQG Partners US Select Quality Equity FundLarge Cap Blend Equities
7
7.72%
Sep 2018MSPIX vs GQEIX
Vanguard Institutional Total Stock Market Index Fu...Large Cap Blend Equities
72
11.99%
33.40BMay 2001MSPIX vs VITPX
Nationwide GQG US Quality Equity FundLarge Cap Blend Equities
6
7.43%
Jan 2021MSPIX vs NWAUX
MainStay MacKay Strategic Bond FundNontraditional Bonds
77
1.40%
Feb 1997MSPIX vs MASAX
First Eagle Overseas Fund Class ILarge Cap Blend Equities, Foreign Large Cap Equities
57
10.73%
MSPIX vs SGOIX
State Street Equity 500 Index II PortfolioLarge Cap Blend Equities
72
11.70%
Aug 2014MSPIX vs SSEYX
Fidelity Advisor Growth & Income Fund Class ZLarge Cap Blend Equities
59
7.66%
Mar 2025MSPIX vs FGJEX

Compare MSPIX with Any Fund or Stock

Compare MSPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair MSPIX with funds that move differently

MainStay S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSPIX.

Explore MSPIX Diversifiers