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 297 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 | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | PAXLX vs BKTSX |
Best Risk-Adjusted Alternatives to PAXLX
PAXLX has a PortfoliosLab risk / return rank of 10. There are 370 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | PAXLX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | PAXLX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | PAXLX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | PAXLX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | PAXLX vs GTLOX |
Top Performing PAXLX Alternatives (YTD)
PAXLX is at 2.42% YTD. There are 377 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | PAXLX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | PAXLX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | PAXLX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | PAXLX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | PAXLX vs RESGX |
Lowest Volatility Alternatives to PAXLX
PAXLX has 12.38% 1-year volatility. There are 109 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | PAXLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | PAXLX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | PAXLX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | PAXLX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | PAXLX vs JEPIX |
Lowest Drawdown Alternatives to PAXLX
PAXLX has a 1-year max drawdown of -13.12%. There are 373 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | 28 | 17.23% | — | Mar 2008 | PAXLX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 33 | 5.36% | — | 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 | 69 | 12.88% | — | Jun 1997 | PAXLX vs PXWGX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 85 | 24.74% | — | Mar 2008 | PAXLX vs PXSCX | |
| Pax Global Opportunities Fund | Global Equities | 7 | 5.60% | — | Jun 2018 | PAXLX vs PAXGX | |
| Pax High Yield Bond Fund | High Yield Bonds | 76 | 2.05% | — | Oct 1999 | PAXLX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 17 | -0.13% | — | Dec 2016 | PAXLX vs PAXBX |
Often Compared With PAXLX
Investors most often compare PAXLX with AGTHX, SWPPX, VOO. These 20 comparison targets span 4 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