PAX CORE BOND FUND (PAXBX) Alternatives
PAX CORE BOND FUND (PAXBX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PAXBX. 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 PAXBX
PAXBX charges 0.71% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among PAXBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | PAXBX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | PAXBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | PAXBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | PAXBX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | PAXBX vs WFBIX |
Best Risk-Adjusted Alternatives to PAXBX
Among mutual funds in the Intermediate Core Bond 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 86 | Aug 31, 1973 | PAXBX vs PRCIX | |
| Fidelity Education Income Fund | 82 | Mar 16, 2021 | PAXBX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 82 | Mar 2, 2006 | PAXBX vs LSSAX | |
| Manning & Napier Credit Series | 81 | Apr 15, 2020 | PAXBX vs MCDWX | |
| Baird Intermediate Bond Fund | 81 | Sep 29, 2000 | PAXBX vs BIMSX |
Top Performing PAXBX Alternatives (YTD)
PAXBX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.74% | Aug 24, 1995 | PAXBX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.55% | Mar 2, 2006 | PAXBX vs LSSAX | |
| Dupree Taxable Municipal Bond Fund | 0.43% | Nov 1, 2010 | PAXBX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.40% | Aug 10, 2016 | PAXBX vs DFXIX | |
| Touchstone Impact Bond Fund | 0.31% | Nov 15, 1991 | PAXBX vs TCPYX |
Lowest Volatility Alternatives to PAXBX
PAXBX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.68% | Mar 16, 2021 | PAXBX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | PAXBX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | PAXBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | PAXBX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | PAXBX vs JIBEX |
Lowest Drawdown Alternatives to PAXBX
PAXBX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | PAXBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | PAXBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | PAXBX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | PAXBX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | PAXBX vs JIBEX |
Other Mutual Funds from Pax World
Most popular Pax World mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | 38 | -0.76% | Mar 27, 2008 | PAXBX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 45 | -3.18% | Aug 9, 1971 | PAXBX vs PAXWX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 50 | -4.77% | Jun 11, 1997 | PAXBX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 21 | -8.26% | Dec 16, 2016 | PAXBX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 43 | -1.97% | Mar 27, 2008 | PAXBX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 89 | -1.14% | Oct 8, 1999 | PAXBX vs PAXHX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 76 | 5.11% | Dec 15, 2016 | PAXBX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 8 | -6.73% | Jun 26, 2018 | PAXBX vs PAXGX |
Often Compared With PAXBX
What investors most often compare with PAXBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Bond Fund | Intermediate Core Bond | 65 | 0.03% | Jan 9, 1986 | PAXBX vs UMMGX |
Compare PAXBX with Any Fund or Stock
Compare PAXBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.