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 96 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | PAXWX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PAXWX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PAXWX vs VTMFX |
Best Risk-Adjusted Alternatives to PAXWX
PAXWX has a PortfoliosLab risk / return rank of 33. There are 465 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 | 97 | — | Dec 2002 | PAXWX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PAXWX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | PAXWX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | PAXWX vs AOBLX |
Top Performing PAXWX Alternatives (YTD)
PAXWX is at 5.36% YTD. There are 371 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | PAXWX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | PAXWX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | PAXWX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | PAXWX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | PAXWX vs TIBIX |
Lowest Volatility Alternatives to PAXWX
PAXWX has 8.20% 1-year volatility. There are 223 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... | 2.83% | — | Nov 2003 | PAXWX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | PAXWX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PAXWX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | PAXWX vs CSTAX |
Lowest Drawdown Alternatives to PAXWX
PAXWX has a 1-year max drawdown of -6.41%. There are 277 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 8 most viewed Pax World mutual funds shown here include PGINX, PAXDX, PXWGX and span 8 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 | PAXWX vs PGINX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 18 | 5.11% | — | Dec 2016 | PAXWX vs PAXDX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 69 | 12.88% | — | Jun 1997 | PAXWX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 10 | 2.42% | — | Dec 2016 | PAXWX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 85 | 24.74% | — | Mar 2008 | PAXWX vs PXSCX | |
| Pax Global Opportunities Fund | Global Equities | 7 | 5.60% | — | Jun 2018 | PAXWX vs PAXGX | |
| Pax High Yield Bond Fund | High Yield Bonds | 76 | 2.05% | — | Oct 1999 | PAXWX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 17 | -0.13% | — | 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