MainStay WMC Value Fund (MUBFX) Alternatives
MainStay WMC Value Fund (MUBFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MUBFX. 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 MUBFX
MUBFX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among MUBFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | MUBFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | MUBFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | MUBFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | MUBFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | MUBFX vs TILVX |
Best Risk-Adjusted Alternatives to MUBFX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | MUBFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | MUBFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | MUBFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | MUBFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | MUBFX vs VALAX |
Top Performing MUBFX Alternatives (YTD)
MUBFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | MUBFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | MUBFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | MUBFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | MUBFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | MUBFX vs HFCVX |
Lowest Volatility Alternatives to MUBFX
MUBFX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | MUBFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | MUBFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | MUBFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | MUBFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | MUBFX vs ACIIX |
Lowest Drawdown Alternatives to MUBFX
MUBFX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | MUBFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | MUBFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | MUBFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | MUBFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | MUBFX vs PSECX |
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 | MUBFX vs MLAAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | -0.62% | May 1, 1986 | MUBFX vs MHCAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 41 | -7.16% | Jan 2, 2004 | MUBFX vs MSXAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 42 | -7.11% | Jan 2, 1991 | MUBFX vs MSPIX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 19 | -13.45% | Aug 7, 2006 | MUBFX vs KLGAX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 91 | -0.03% | Jan 1, 1991 | MUBFX vs MSTIX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 54 | 1.68% | Dec 3, 2008 | MUBFX vs EPLCX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 83 | 2.83% | Dec 26, 2005 | MUBFX vs EPSYX | |
| MainStay Floating Rate Fund | Bank Loan | 79 | -1.50% | May 2, 2004 | MUBFX vs MXFIX | |
| MainStay CBRE Real Estate Fund | REIT | 8 | 3.34% | Dec 31, 1996 | MUBFX vs CRARX |
Often Compared With MUBFX
What investors most often compare with MUBFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard New Jersey Long-Term Tax-Exempt Fund Inve... | Municipal Bonds | 52 | -0.65% | Feb 3, 1988 | MUBFX vs VNJTX |
Compare MUBFX with Any Fund or Stock
Compare MUBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.