Pax Sustainable Allocation Fund (PAXWX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PAXWX
PAXWX charges 0.30% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PAXWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PAXWX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PAXWX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PAXWX vs TSAIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PAXWX vs MAANX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PAXWX vs FYMIX |
Best Risk-Adjusted Alternatives to PAXWX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PAXWX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PAXWX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PAXWX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | PAXWX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PAXWX vs PMAIX |
Top Performing PAXWX Alternatives (YTD)
PAXWX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | PAXWX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | PAXWX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | PAXWX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | PAXWX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | PAXWX vs TPDAX |
Lowest Volatility Alternatives to PAXWX
PAXWX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PAXWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | PAXWX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PAXWX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | PAXWX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PAXWX vs SICIX |
Lowest Drawdown Alternatives to PAXWX
PAXWX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PAXWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PAXWX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PAXWX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PAXWX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PAXWX vs SICIX |
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 | 38 | -0.76% | Mar 27, 2008 | PAXWX vs PGINX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 50 | -4.77% | Jun 11, 1997 | PAXWX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 21 | -8.26% | Dec 16, 2016 | PAXWX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 43 | -1.97% | Mar 27, 2008 | PAXWX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 89 | -1.14% | Oct 8, 1999 | PAXWX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 32 | -0.41% | Dec 16, 2016 | PAXWX vs PAXBX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 76 | 5.11% | Dec 15, 2016 | PAXWX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 8 | -6.73% | Jun 26, 2018 | PAXWX vs PAXGX |
Often Compared With PAXWX
What investors most often compare with PAXWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Domini Impact Equity Fund | Large Cap Growth Equities | 31 | -5.87% | Jun 3, 1991 | PAXWX vs DSEFX | |
| Xtrackers MSCI USA ESG Leaders Equity ETF | Large Cap Growth Equities | 64 | -5.05% | Mar 7, 2019 | PAXWX vs USSG | |
| Vanguard ESG U.S. Stock ETF | Large Cap Blend Equities, ESG | 49 | -6.10% | Sep 18, 2018 | PAXWX vs ESGV | |
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | PAXWX vs VOO | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 62 | -5.35% | May 17, 1967 | PAXWX vs FCNTX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PAXWX vs QBDSX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 21 | -7.42% | Dec 28, 2017 | PAXWX vs BWBIX | |
| Concorde Wealth Management Fund | Diversified Portfolio | 86 | 9.02% | Dec 3, 1987 | PAXWX vs CONWX | |
| Kinetics The Global Fund | Diversified Portfolio | 14 | 6.72% | Dec 30, 1999 | PAXWX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 92 | 7.46% | Jan 19, 1998 | PAXWX vs EKBAX |
Compare PAXWX with Any Fund or Stock
Compare PAXWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.