Pax Sustainable Allocation Fund (PAXWX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PAXWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PAXWX
PAXWX charges 0.30% annually. There are 95 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PAXWX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PAXWX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PAXWX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | PAXWX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | PAXWX vs FYMIX |
Best Risk-Adjusted Alternatives to PAXWX
PAXWX has a PortfoliosLab risk / return rank of 34. There are 468 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PAXWX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PAXWX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PAXWX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | PAXWX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | PAXWX vs FSRRX |
Top Performing PAXWX Alternatives (YTD)
PAXWX is at 4.77% YTD. There are 376 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | PAXWX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | PAXWX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | PAXWX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | PAXWX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | PAXWX vs BRUFX |
Lowest Volatility Alternatives to PAXWX
PAXWX has 8.33% 1-year volatility. There are 227 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PAXWX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | PAXWX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | PAXWX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | PAXWX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PAXWX vs CSTAX |
Lowest Drawdown Alternatives to PAXWX
PAXWX has a 1-year max drawdown of -6.41%. There are 275 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PAXWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PAXWX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PAXWX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PAXWX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PAXWX vs CSTAX |
Other Mutual Funds from Pax World
The 10 most viewed Pax World mutual funds shown here include PGINX, PXNIX, PXWGX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities, Energy Equities | 32 | 15.27% | — | Mar 2008 | PAXWX vs PGINX | |
| Pax International Sustainable Economy Fund Institu... | Foreign Large Cap Equities, ESG | 62 | 14.02% | — | — | PAXWX vs PXNIX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 69 | 11.23% | — | Jun 1997 | PAXWX vs PXWGX | |
| Pax Global Sustainable Infrastructure Fund | Infrastructure Equities, Energy Equities | 46 | 5.11% | — | Dec 2016 | PAXWX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 10 | 5.84% | — | Jun 2018 | PAXWX vs PAXGX | |
| Pax Ellevate Global Women’s Leadership Fund Instit... | ESG, Global Equities | 68 | 11.88% | — | — | PAXWX vs PXWIX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 9 | 1.50% | — | Dec 2016 | PAXWX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 85 | 22.22% | — | Mar 2008 | PAXWX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 70 | 1.22% | — | Oct 1999 | PAXWX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 17 | -0.82% | — | Dec 2016 | PAXWX vs PAXBX |
Often Compared With PAXWX
Investors most often compare PAXWX with DSEFX, USSG, ESGV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PAXWX with Any Fund or Stock
Compare PAXWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAXWX with funds that move differently
Pax Sustainable Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAXWX.
Explore PAXWX Diversifiers