Pax Global Opportunities Fund (PAXGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PAXGX
PAXGX charges 1.21% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among PAXGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | PAXGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | PAXGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | PAXGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | PAXGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | PAXGX vs VMNVX |
Best Risk-Adjusted Alternatives to PAXGX
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | PAXGX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | PAXGX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | PAXGX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | PAXGX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | PAXGX vs GLIFX |
Top Performing PAXGX Alternatives (YTD)
PAXGX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | PAXGX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | PAXGX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | PAXGX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | PAXGX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | PAXGX vs GQRIX |
Lowest Volatility Alternatives to PAXGX
PAXGX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | PAXGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | PAXGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | PAXGX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | PAXGX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | PAXGX vs GLIFX |
Lowest Drawdown Alternatives to PAXGX
PAXGX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | PAXGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | PAXGX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | PAXGX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | PAXGX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | PAXGX vs FGIAX |
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 | PAXGX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 35 | -4.79% | Aug 9, 1971 | PAXGX vs PAXWX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 40 | -7.27% | Jun 11, 1997 | PAXGX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 16 | -10.71% | Dec 16, 2016 | PAXGX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 34 | -4.72% | Mar 27, 2008 | PAXGX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 89 | -1.80% | Oct 8, 1999 | PAXGX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 44 | -0.63% | Dec 16, 2016 | PAXGX vs PAXBX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 81 | 5.11% | Dec 15, 2016 | PAXGX vs PAXDX |
Often Compared With PAXGX
What investors most often compare with PAXGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bitcoin | 45 | -21.95% | — | PAXGX vs BTC-USD | ||
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | PAXGX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | PAXGX vs GAOAX |
Compare PAXGX with Any Fund or Stock
Compare PAXGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.