Pax Global Opportunities Fund (PAXGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PAXGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PAXGX
PAXGX charges 1.21% annually. There are 192 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | PAXGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PAXGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PAXGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PAXGX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | PAXGX vs VTWAX |
Best Risk-Adjusted Alternatives to PAXGX
PAXGX has a PortfoliosLab risk / return rank of 8. There are 219 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | PAXGX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | PAXGX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | PAXGX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | PAXGX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | PAXGX vs FMIEX |
Top Performing PAXGX Alternatives (YTD)
PAXGX is at 5.11% YTD. There are 204 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | PAXGX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | PAXGX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | PAXGX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | PAXGX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | PAXGX vs PGVFX |
Lowest Volatility Alternatives to PAXGX
PAXGX has 14.10% 1-year volatility. There are 117 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | PAXGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | PAXGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | PAXGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | PAXGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | PAXGX vs SGMAX |
Lowest Drawdown Alternatives to PAXGX
PAXGX has a 1-year max drawdown of -12.28%. There are 172 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | PAXGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PAXGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | PAXGX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | PAXGX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | PAXGX vs CSUAX |
Other Mutual Funds from Pax World
The 8 most viewed Pax World mutual funds shown here include PGINX, PAXWX, PAXDX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | 30 | 16.66% | — | Mar 2008 | PAXGX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 36 | 5.24% | — | Aug 1971 | PAXGX vs PAXWX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 20 | 5.11% | — | Dec 2016 | PAXGX vs PAXDX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 71 | 12.49% | — | Jun 1997 | PAXGX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 10 | 2.32% | — | Dec 2016 | PAXGX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 87 | 24.03% | — | Mar 2008 | PAXGX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 78 | 2.05% | — | Oct 1999 | PAXGX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 22 | -0.02% | — | Dec 2016 | PAXGX vs PAXBX |
Often Compared With PAXGX
Investors most often compare PAXGX with BTC-USD, FGIAX, GQFPX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PAXGX with Any Fund or Stock
Compare PAXGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAXGX with funds that move differently
Pax Global Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAXGX.
Explore PAXGX Diversifiers