Pax Global Sustainable Infrastructure Fund (PAXDX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PAXDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PAXDX
PAXDX charges 0.83% annually. There are 12 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 12.70B | Oct 2004 | PAXDX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | PAXDX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | May 1984 | PAXDX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | PAXDX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | PAXDX vs PRNEX |
Best Risk-Adjusted Alternatives to PAXDX
PAXDX has a PortfoliosLab risk / return rank of 17. There are 74 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | PAXDX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 97 | — | May 2007 | PAXDX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | PAXDX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | PAXDX vs IEYYX | |
| GMO Resources Fund | 95 | — | Dec 2011 | PAXDX vs GOFIX |
Top Performing PAXDX Alternatives (YTD)
PAXDX is at 5.11% YTD. There are 82 mutual funds in the Energy Equities category with higher YTD returns, going as high as 80.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 80.23% | — | Jun 2006 | PAXDX vs OEPIX | |
| Rydex Energy Services Fund | 49.88% | — | Mar 1998 | PAXDX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 38.37% | — | May 2007 | PAXDX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.18% | — | Nov 1995 | PAXDX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.70% | — | Dec 2013 | PAXDX vs MLOZX |
Lowest Volatility Alternatives to PAXDX
PAXDX has 8.08% 1-year volatility. No mutual funds in the Energy Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 9.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | PAXDX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.87% | — | Jan 2018 | PAXDX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | PAXDX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.00% | — | Sep 2010 | PAXDX vs RGIYX | |
| EIP Growth and Income Fund (NEW) | 10.03% | — | Aug 2006 | PAXDX vs EIPIX |
Lowest Drawdown Alternatives to PAXDX
PAXDX has a 1-year max drawdown of -4.49%. There is 1 mutual fund in the Energy Equities category with a shallower 1-year drawdown, going as shallow as -4.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Centre Global Infrastructure Fund | -4.37% | — | Jan 2018 | PAXDX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | PAXDX vs EIPIX | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | PAXDX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | PAXDX vs MLOZX | |
| T. Rowe Price New Era Fund | -4.90% | — | Jan 1969 | PAXDX vs PRNEX |
Other Mutual Funds from Pax World
The 8 most viewed Pax World mutual funds shown here include PGINX, PAXWX, PXWGX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | 36 | 17.82% | — | Mar 2008 | PAXDX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 39 | 4.79% | — | Aug 1971 | PAXDX vs PAXWX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 71 | 12.62% | — | Jun 1997 | PAXDX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 18 | 3.18% | — | Dec 2016 | PAXDX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 48 | 11.25% | — | Mar 2008 | PAXDX vs PXSCX | |
| Pax Global Opportunities Fund | Global Equities | 8 | 4.45% | — | Jun 2018 | PAXDX vs PAXGX | |
| Pax High Yield Bond Fund | High Yield Bonds | 69 | 1.56% | — | Oct 1999 | PAXDX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 20 | 0.09% | — | Dec 2016 | PAXDX vs PAXBX |
Often Compared With PAXDX
Investors most often compare PAXDX with AWTAX, PGJZX, NMFIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PAXDX with Any Fund or Stock
Compare PAXDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAXDX with funds that move differently
Pax Global Sustainable Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAXDX.
Explore PAXDX Diversifiers