PAX LARGE CAP FUND (PAXLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PAXLX
PAXLX charges 0.97% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among PAXLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | PAXLX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | PAXLX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | PAXLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | PAXLX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | PAXLX vs SSSYX |
Best Risk-Adjusted Alternatives to PAXLX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | PAXLX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | PAXLX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | PAXLX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | PAXLX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | PAXLX vs DHAMX |
Top Performing PAXLX Alternatives (YTD)
PAXLX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | PAXLX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | PAXLX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | PAXLX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | PAXLX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | PAXLX vs RCKSX |
Lowest Volatility Alternatives to PAXLX
PAXLX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | PAXLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | PAXLX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | PAXLX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | PAXLX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | PAXLX vs QUERX |
Lowest Drawdown Alternatives to PAXLX
PAXLX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | PAXLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | PAXLX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | PAXLX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | PAXLX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | PAXLX vs GQEIX |
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 | PAXLX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 35 | -4.79% | Aug 9, 1971 | PAXLX vs PAXWX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 40 | -7.27% | Jun 11, 1997 | PAXLX vs PXWGX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 34 | -4.72% | Mar 27, 2008 | PAXLX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 89 | -1.80% | Oct 8, 1999 | PAXLX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 44 | -0.63% | Dec 16, 2016 | PAXLX vs PAXBX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 81 | 5.11% | Dec 15, 2016 | PAXLX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 6 | -9.44% | Jun 26, 2018 | PAXLX vs PAXGX |
Often Compared With PAXLX
What investors most often compare with PAXLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | PAXLX vs SWPPX | |
| American Funds The Growth Fund of America Class A | Large Cap Growth Equities | 29 | -11.22% | Dec 1, 1973 | PAXLX vs AGTHX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PAXLX vs VOO | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | PAXLX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | PAXLX vs SSEYX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | PAXLX vs VITPX |
Compare PAXLX with Any Fund or Stock
Compare PAXLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.