Pax Global Sustainable Infrastructure Fund (PAXDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PAXDX
PAXDX charges 0.83% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among PAXDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | PAXDX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | PAXDX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | PAXDX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | PAXDX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | PAXDX vs PRNEX |
Best Risk-Adjusted Alternatives to PAXDX
Among mutual funds in the Energy Equities 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 | |
|---|---|---|---|---|
| Victory Global Energy Transition Fund | 98 | Nov 14, 1995 | PAXDX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | PAXDX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | PAXDX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | PAXDX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | PAXDX vs IGNAX |
Top Performing PAXDX Alternatives (YTD)
PAXDX alternatives from the Energy Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 65.25% | Jun 4, 2006 | PAXDX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | PAXDX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | PAXDX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | PAXDX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | PAXDX vs FSTEX |
Lowest Volatility Alternatives to PAXDX
PAXDX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund, Inc. | 11.49% | May 2, 2004 | PAXDX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | PAXDX vs DHIVX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | PAXDX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | PAXDX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 12.04% | Sep 29, 2010 | PAXDX vs RGIYX |
Lowest Drawdown Alternatives to PAXDX
PAXDX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | -7.55% | Nov 29, 2011 | PAXDX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | PAXDX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | PAXDX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | PAXDX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | PAXDX vs JEEIX |
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 | 25 | -4.24% | Mar 27, 2008 | PAXDX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 35 | -4.79% | Aug 9, 1971 | PAXDX vs PAXWX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 40 | -7.27% | Jun 11, 1997 | PAXDX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 16 | -10.71% | Dec 16, 2016 | PAXDX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 34 | -4.72% | Mar 27, 2008 | PAXDX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 89 | -1.80% | Oct 8, 1999 | PAXDX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 44 | -0.63% | Dec 16, 2016 | PAXDX vs PAXBX | |
| Pax Global Opportunities Fund | Global Equities | 6 | -9.44% | Jun 26, 2018 | PAXDX vs PAXGX |
Often Compared With PAXDX
What investors most often compare with PAXDX, 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.