Pax Global Sustainable Infrastructure Fund (PAXDX) belongs to the Infrastructure 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 2 mutual funds in the Infrastructure Equities category with lower expense ratios, going as low as 0.50%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | PAXDX vs FMGIX | |
| First Sentier American Listed Infrastructure Fund | 0.75% | — | Dec 2020 | PAXDX vs FLIAX | |
| Russell Investments Global Infrastructure Fund | 0.85% | — | Sep 2010 | PAXDX vs RGIYX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 0.86% | — | May 2004 | PAXDX vs CSUIX | |
| ClearBridge Global Infrastructure Income Fund | 0.89% | — | Mar 2016 | PAXDX vs RGSVX |
Best Risk-Adjusted Alternatives to PAXDX
PAXDX has a PortfoliosLab risk / return rank of 41. There are 21 mutual funds in the Infrastructure Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | PAXDX vs RMLPX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 83 | — | Jul 2011 | PAXDX vs DPG | |
| abrdn Global Infrastructure Fund | 80 | — | Nov 2008 | PAXDX vs AIFRX | |
| ICON Natural Resources and Infrastructure Fund | 80 | — | May 1997 | PAXDX vs ICBMX | |
| JHancock Infrastructure Fund | 80 | — | Dec 2013 | PAXDX vs JEEIX |
Top Performing PAXDX Alternatives (YTD)
PAXDX is at 5.11% YTD. There are 35 mutual funds in the Infrastructure Equities category with higher YTD returns, going as high as 39.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 39.48% | — | Nov 2017 | PAXDX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 33.21% | — | Dec 2014 | PAXDX vs MLXIX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 26.95% | — | Apr 2018 | PAXDX vs GAMPX | |
| Goldman Sachs Energy Infrastructure Fund | 26.85% | — | Sep 2017 | PAXDX vs GLEIX | |
| Transamerica Energy Infrastructure | 25.97% | — | Apr 2013 | PAXDX vs TMLPX |
Lowest Volatility Alternatives to PAXDX
PAXDX has 7.12% 1-year volatility. No mutual funds in the Infrastructure Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 9.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | PAXDX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | PAXDX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | PAXDX vs CSUIX | |
| Cohen & Steers Global Infrastructure Fund Class A | 10.13% | — | Aug 2017 | PAXDX vs CSUAX | |
| Russell Investments Global Infrastructure Fund | 10.21% | — | Sep 2010 | PAXDX vs RGIYX |
Lowest Drawdown Alternatives to PAXDX
PAXDX has a 1-year max drawdown of -4.49%. No mutual funds in the Infrastructure Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -5.59%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | PAXDX vs GGINX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | PAXDX vs DPG | |
| Cohen & Steers Global Infrastructure Fund, Inc. | -5.96% | — | May 2004 | PAXDX vs CSUIX | |
| Nuveen Global Infrastructure Fund | -5.99% | — | Dec 2007 | PAXDX vs FGIYX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | PAXDX vs CSUAX |
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 | 30 | 15.75% | — | Mar 2008 | PAXDX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 30 | 4.69% | — | Aug 1971 | PAXDX vs PAXWX | |
| Pax International Sustainable Economy Fund Institu... | Foreign Large Cap Equities, ESG | 55 | 12.94% | — | — | PAXDX vs PXNIX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 66 | 11.08% | — | Jun 1997 | PAXDX vs PXWGX | |
| Pax Global Opportunities Fund | Global Equities | 9 | 5.78% | — | Jun 2018 | PAXDX vs PAXGX | |
| Pax Ellevate Global Women’s Leadership Fund Instit... | ESG, Global Equities | 68 | 11.88% | — | — | PAXDX vs PXWIX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 9 | 2.78% | — | Dec 2016 | PAXDX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 85 | 22.05% | — | Mar 2008 | PAXDX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 55 | 1.22% | — | Oct 1999 | PAXDX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 12 | -1.04% | — | Dec 2016 | PAXDX vs PAXBX |
Often Compared With PAXDX
Investors most often compare PAXDX with ICPAX, AWTAX, PGJZX. These 20 comparison targets span 2 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