NYLI S&P 500 Index Class A (MSXAX) Alternatives
NYLI S&P 500 Index Class A (MSXAX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSXAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MSXAX
MSXAX charges 0.52% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among MSXAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | MSXAX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | MSXAX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | MSXAX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | MSXAX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | MSXAX vs BSPIX |
Best Risk-Adjusted Alternatives to MSXAX
Among mutual funds in the S&P 500 category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | MSXAX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | MSXAX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | MSXAX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | MSXAX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | MSXAX vs DSPIX |
Top Performing MSXAX Alternatives (YTD)
MSXAX alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 0.17% | Sep 10, 2017 | MSXAX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | MSXAX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | MSXAX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | MSXAX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | MSXAX vs WFSPX |
Lowest Volatility Alternatives to MSXAX
MSXAX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | MSXAX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | MSXAX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | MSXAX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | MSXAX vs VADDX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | MSXAX vs PLFIX |
Lowest Drawdown Alternatives to MSXAX
MSXAX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | MSXAX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | MSXAX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | MSXAX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | MSXAX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | MSXAX vs WFSPX |
Other Mutual Funds from New York Life
Most popular New York Life mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MainStay Winslow Large Cap Growth Fund | Large Cap Growth Equities | 10 | -15.36% | Jul 3, 1995 | MSXAX vs MLAAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | -0.62% | May 1, 1986 | MSXAX vs MHCAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 42 | -7.11% | Jan 2, 1991 | MSXAX vs MSPIX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 19 | -13.45% | Aug 7, 2006 | MSXAX vs KLGAX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 91 | -0.03% | Jan 1, 1991 | MSXAX vs MSTIX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 54 | 1.68% | Dec 3, 2008 | MSXAX vs EPLCX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 83 | 2.83% | Dec 26, 2005 | MSXAX vs EPSYX | |
| MainStay Floating Rate Fund | Bank Loan | 79 | -1.50% | May 2, 2004 | MSXAX vs MXFIX | |
| MainStay CBRE Real Estate Fund | REIT | 8 | 3.34% | Dec 31, 1996 | MSXAX vs CRARX | |
| MainStay MacKay High Yield Corporate Bond Fund | High Yield Bonds | — | — | May 1, 1986 | MSXAX vs MKHCX |
Often Compared With MSXAX
What investors most often compare with MSXAX, based on PortfoliosLab usage data.
Compare MSXAX with Any Fund or Stock
Compare MSXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.