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 74 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | MSPIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MSPIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MSPIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MSPIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | MSPIX vs SSSYX |
Best Risk-Adjusted Alternatives to MSPIX
MSPIX has a PortfoliosLab risk / return rank of 64. There are 132 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 | MSPIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | MSPIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | MSPIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MSPIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MSPIX vs IGIAX |
Top Performing MSPIX Alternatives (YTD)
MSPIX is at 9.65% YTD. There are 163 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | MSPIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | MSPIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | MSPIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | MSPIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | MSPIX vs FLVCX |
Lowest Volatility Alternatives to MSPIX
MSPIX has 12.51% 1-year volatility. There are 141 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | MSPIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MSPIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MSPIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | MSPIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | MSPIX vs FSUVX |
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%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MSPIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MSPIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MSPIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MSPIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MSPIX 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 | 5.23% | — | Jul 1995 | MSPIX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 62 | 9.53% | — | Jan 2004 | MSPIX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | 1.40% | — | May 1986 | MSPIX vs MHCAX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 92 | 18.65% | — | Dec 2005 | MSPIX vs EPSYX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 78 | 0.99% | — | Jan 1991 | MSPIX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 19 | 15.19% | — | Dec 1996 | MSPIX vs CRARX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 12 | 1.11% | — | Aug 2006 | MSPIX vs KLGAX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 85 | 14.23% | — | Dec 2008 | MSPIX vs EPLCX | |
| MainStay Floating Rate Fund | Bank Loan | 62 | 0.75% | — | May 2004 | MSPIX vs MXFIX | |
| MainStay Moderate Allocation Fund | Diversified Portfolio | 62 | 7.95% | — | Apr 2005 | MSPIX vs MMRIX |
Often Compared With MSPIX
Investors most often compare MSPIX with VOO, VTTSX, MKHCX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare MSPIX with Any Fund or Stock
Compare MSPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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