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 a closer substitute for your current allocation.
Cheapest Alternatives to MUBFX
MUBFX charges 0.70% annually. There are 116 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | MUBFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | MUBFX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MUBFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MUBFX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | MUBFX vs VVIAX |
Best Risk-Adjusted Alternatives to MUBFX
MUBFX has a PortfoliosLab risk / return rank of 73. There are 153 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | MUBFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MUBFX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | MUBFX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | MUBFX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | MUBFX vs AVLVX |
Top Performing MUBFX Alternatives (YTD)
MUBFX is at 10.21% YTD. There are 215 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | MUBFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | MUBFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | MUBFX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | MUBFX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | MUBFX vs YAFFX |
Lowest Volatility Alternatives to MUBFX
MUBFX has 10.76% 1-year volatility. There are 104 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | MUBFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | MUBFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | MUBFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | MUBFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | MUBFX vs TMMAX |
Lowest Drawdown Alternatives to MUBFX
MUBFX has a 1-year max drawdown of -6.67%. There are 82 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | MUBFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MUBFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MUBFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | MUBFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MUBFX vs SVAIX |
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 | 4.78% | — | Jul 1995 | MUBFX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 61 | 10.60% | — | Jan 2004 | MUBFX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 85 | 1.89% | — | May 1986 | MUBFX vs MHCAX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 93 | 20.48% | — | Dec 2005 | MUBFX vs EPSYX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 63 | 10.73% | — | Jan 1991 | MUBFX vs MSPIX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 81 | 1.26% | — | Jan 1991 | MUBFX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 34 | 16.45% | — | Dec 1996 | MUBFX vs CRARX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 88 | 16.61% | — | Dec 2008 | MUBFX vs EPLCX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 11 | 2.81% | — | Aug 2006 | MUBFX vs KLGAX | |
| MainStay Floating Rate Fund | Bank Loan | 64 | 1.28% | — | May 2004 | MUBFX vs MXFIX |
Often Compared With MUBFX
Investors most often compare MUBFX with VNJTX, AUXFX, ACIIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MUBFX with Any Fund or Stock
Compare MUBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MUBFX with funds that move differently
MainStay WMC Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MUBFX.
Explore MUBFX Diversifiers