PAX LARGE CAP FUND (PAXLX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PAXLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PAXLX
PAXLX charges 0.97% annually. There are 296 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PAXLX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PAXLX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PAXLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PAXLX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | PAXLX vs VITPX |
Best Risk-Adjusted Alternatives to PAXLX
PAXLX has a PortfoliosLab risk / return rank of 10. There are 367 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | PAXLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | PAXLX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | PAXLX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PAXLX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | PAXLX vs IGIAX |
Top Performing PAXLX Alternatives (YTD)
PAXLX is at -0.32% YTD. There are 373 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | PAXLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | PAXLX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | PAXLX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | PAXLX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | PAXLX vs FLVCX |
Lowest Volatility Alternatives to PAXLX
PAXLX has 12.46% 1-year volatility. There are 118 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | PAXLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PAXLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PAXLX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | PAXLX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | PAXLX vs FSUVX |
Lowest Drawdown Alternatives to PAXLX
PAXLX has a 1-year max drawdown of -13.12%. There are 372 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | PAXLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PAXLX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PAXLX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PAXLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PAXLX vs QUERX |
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 | 41 | 19.39% | — | Mar 2008 | PAXLX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 36 | 4.41% | — | Aug 1971 | PAXLX vs PAXWX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 18 | 5.11% | — | Dec 2016 | PAXLX vs PAXDX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 70 | 11.45% | — | Jun 1997 | PAXLX vs PXWGX | |
| Pax Global Opportunities Fund | Global Equities | 9 | 4.21% | — | Jun 2018 | PAXLX vs PAXGX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 72 | 16.68% | — | Mar 2008 | PAXLX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 71 | 1.56% | — | Oct 1999 | PAXLX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 17 | -0.02% | — | Dec 2016 | PAXLX vs PAXBX |
Often Compared With PAXLX
Investors most often compare PAXLX with SWPPX, AGTHX, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PAXLX with Any Fund or Stock
Compare PAXLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAXLX with funds that move differently
PAX LARGE CAP FUND alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAXLX.
Explore PAXLX Diversifiers