MSOAX vs. MLAAX
Compare and contrast key facts about MainStay WMC Enduring Capital Fund (MSOAX) and MainStay Winslow Large Cap Growth Fund (MLAAX).
MSOAX is managed by New York Life. It was launched on Jun 1, 1998. MLAAX is managed by New York Life. It was launched on Jul 3, 1995.
Performance
MSOAX vs. MLAAX - Performance Comparison
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MSOAX vs. MLAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSOAX MainStay WMC Enduring Capital Fund | -4.54% | -0.61% | 10.54% | 17.67% | -13.18% | 35.36% | 15.48% | 24.80% | -7.00% | 23.82% |
MLAAX MainStay Winslow Large Cap Growth Fund | -15.36% | 14.20% | 28.95% | 43.10% | -31.51% | 25.00% | 36.95% | 33.18% | 3.81% | 32.19% |
Returns By Period
In the year-to-date period, MSOAX achieves a -4.54% return, which is significantly higher than MLAAX's -15.36% return. Over the past 10 years, MSOAX has underperformed MLAAX with an annualized return of 9.89%, while MLAAX has yielded a comparatively higher 14.62% annualized return.
MSOAX
- 1D
- 0.43%
- 1M
- -9.07%
- YTD
- -4.54%
- 6M
- -6.65%
- 1Y
- -8.45%
- 3Y*
- 6.86%
- 5Y*
- 5.87%
- 10Y*
- 9.89%
MLAAX
- 1D
- -0.80%
- 1M
- -9.71%
- YTD
- -15.36%
- 6M
- -15.31%
- 1Y
- 5.38%
- 3Y*
- 17.08%
- 5Y*
- 8.65%
- 10Y*
- 14.62%
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MSOAX vs. MLAAX - Expense Ratio Comparison
MSOAX has a 0.91% expense ratio, which is lower than MLAAX's 0.93% expense ratio.
Return for Risk
MSOAX vs. MLAAX — Risk / Return Rank
MSOAX
MLAAX
MSOAX vs. MLAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay WMC Enduring Capital Fund (MSOAX) and MainStay Winslow Large Cap Growth Fund (MLAAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MSOAX | MLAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.48 | 0.23 | -0.72 |
Sortino ratioReturn per unit of downside risk | -0.61 | 0.50 | -1.11 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.07 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.69 | 0.09 | -0.78 |
Martin ratioReturn relative to average drawdown | -1.50 | 0.28 | -1.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MSOAX | MLAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.48 | 0.23 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.34 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.57 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.20 | +0.16 |
Correlation
The correlation between MSOAX and MLAAX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MSOAX vs. MLAAX - Dividend Comparison
MSOAX's dividend yield for the trailing twelve months is around 4.26%, less than MLAAX's 28.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSOAX MainStay WMC Enduring Capital Fund | 4.26% | 4.07% | 0.26% | 0.64% | 4.00% | 8.70% | 0.83% | 5.99% | 13.82% | 0.88% | 1.22% | 1.11% |
MLAAX MainStay Winslow Large Cap Growth Fund | 28.79% | 24.37% | 22.54% | 10.59% | 14.95% | 26.64% | 5.40% | 11.55% | 23.59% | 17.20% | 13.18% | 13.61% |
Drawdowns
MSOAX vs. MLAAX - Drawdown Comparison
The maximum MSOAX drawdown since its inception was -55.16%, smaller than the maximum MLAAX drawdown of -83.01%. Use the drawdown chart below to compare losses from any high point for MSOAX and MLAAX.
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Drawdown Indicators
| MSOAX | MLAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.16% | -83.01% | +27.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -20.28% | +7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -21.27% | -39.36% | +18.09% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -39.36% | +5.35% |
Current DrawdownCurrent decline from peak | -14.32% | -23.58% | +9.26% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -38.96% | +25.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 6.35% | -0.67% |
Volatility
MSOAX vs. MLAAX - Volatility Comparison
The current volatility for MainStay WMC Enduring Capital Fund (MSOAX) is 3.46%, while MainStay Winslow Large Cap Growth Fund (MLAAX) has a volatility of 5.76%. This indicates that MSOAX experiences smaller price fluctuations and is considered to be less risky than MLAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSOAX | MLAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 5.76% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 12.52% | -3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.06% | 22.74% | -6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.82% | 25.55% | -9.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 25.64% | -7.90% |