Pax International Sustainable Economy Fund Institutional Class (PXNIX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PXNIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PXNIX
PXNIX charges 0.47% annually. There are 76 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | PXNIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | PXNIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | PXNIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | PXNIX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | PXNIX vs FINVX |
Best Risk-Adjusted Alternatives to PXNIX
PXNIX has a PortfoliosLab risk / return rank of 62. There are 187 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | PXNIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | PXNIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | PXNIX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | PXNIX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | PXNIX vs DFVIX |
Top Performing PXNIX Alternatives (YTD)
PXNIX is at 14.02% YTD. There are 91 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | PXNIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | PXNIX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | PXNIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | PXNIX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | PXNIX vs FISZX |
Lowest Volatility Alternatives to PXNIX
PXNIX has 16.25% 1-year volatility. There are 246 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | PXNIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | PXNIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | PXNIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | PXNIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | PXNIX vs FAOIX |
Lowest Drawdown Alternatives to PXNIX
PXNIX has a 1-year max drawdown of -11.58%. There are 187 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | PXNIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | PXNIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | PXNIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | PXNIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | PXNIX vs FAOAX |
Other Mutual Funds from Pax World
The 10 most viewed Pax World mutual funds shown here include PGINX, PAXWX, 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 | PXNIX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 34 | 4.77% | — | Aug 1971 | PXNIX vs PAXWX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 69 | 11.23% | — | Jun 1997 | PXNIX vs PXWGX | |
| Pax Global Sustainable Infrastructure Fund | Infrastructure Equities, Energy Equities | 46 | 5.11% | — | Dec 2016 | PXNIX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 10 | 5.84% | — | Jun 2018 | PXNIX vs PAXGX | |
| Pax Ellevate Global Women’s Leadership Fund Instit... | ESG, Global Equities | 68 | 11.88% | — | — | PXNIX vs PXWIX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 9 | 1.50% | — | Dec 2016 | PXNIX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 85 | 22.22% | — | Mar 2008 | PXNIX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 70 | 1.22% | — | Oct 1999 | PXNIX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 17 | -0.82% | — | Dec 2016 | PXNIX vs PAXBX |
Often Compared With PXNIX
Investors most often compare PXNIX with PTY, SPY, POGSX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PXNIX with Any Fund or Stock
Compare PXNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PXNIX with funds that move differently
Pax International Sustainable Economy Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PXNIX.
Explore PXNIX Diversifiers