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 a closer substitute for your current allocation.
Cheapest Alternatives to PAXBX
PAXBX charges 0.71% annually. There are 87 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | PAXBX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | PAXBX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | PAXBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | PAXBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | PAXBX vs QDVBX |
Best Risk-Adjusted Alternatives to PAXBX
PAXBX has a PortfoliosLab risk / return rank of 17. There are 83 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | PAXBX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | PAXBX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | PAXBX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | PAXBX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | PAXBX vs MCDWX |
Top Performing PAXBX Alternatives (YTD)
PAXBX is at -0.82% YTD. There are 74 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | PAXBX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | PAXBX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | PAXBX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | PAXBX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | PAXBX vs FEDUX |
Lowest Volatility Alternatives to PAXBX
PAXBX has 3.75% 1-year volatility. There are 30 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | PAXBX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | PAXBX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | PAXBX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | PAXBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | PAXBX vs DFXIX |
Lowest Drawdown Alternatives to PAXBX
PAXBX has a 1-year max drawdown of -2.94%. There are 42 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | PAXBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | PAXBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | PAXBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | PAXBX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | PAXBX vs FTHRX |
Other Mutual Funds from Pax World
The 10 most viewed Pax World mutual funds shown here include PGINX, PAXWX, PXNIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities, Energy Equities | 32 | 15.27% | — | Mar 2008 | PAXBX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 34 | 4.77% | — | Aug 1971 | PAXBX vs PAXWX | |
| Pax International Sustainable Economy Fund Institu... | Foreign Large Cap Equities, ESG | 62 | 14.02% | — | — | PAXBX vs PXNIX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 69 | 11.23% | — | Jun 1997 | PAXBX vs PXWGX | |
| Pax Global Sustainable Infrastructure Fund | Infrastructure Equities, Energy Equities | 46 | 5.11% | — | Dec 2016 | PAXBX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 10 | 5.84% | — | Jun 2018 | PAXBX vs PAXGX | |
| Pax Ellevate Global Women’s Leadership Fund Instit... | ESG, Global Equities | 68 | 11.88% | — | — | PAXBX vs PXWIX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 9 | 1.50% | — | Dec 2016 | PAXBX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 85 | 22.22% | — | Mar 2008 | PAXBX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 70 | 1.22% | — | Oct 1999 | PAXBX vs PAXHX |
Often Compared With PAXBX
Investors most often compare PAXBX with JIBEX, KCCIX, MCBDX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PAXBX with Any Fund or Stock
Compare PAXBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAXBX with funds that move differently
PAX CORE BOND FUND alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAXBX.
Explore PAXBX Diversifiers