Pax International Sustainable Economy Fund Institutional Class (PXNIX) 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 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 121 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | PXNIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PXNIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PXNIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PXNIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PXNIX vs SSSYX |
Best Risk-Adjusted Alternatives to PXNIX
PXNIX has a PortfoliosLab risk / return rank of 28. There are 324 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | PXNIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | PXNIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | PXNIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PXNIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | PXNIX vs IGIAX |
Top Performing PXNIX Alternatives (YTD)
PXNIX is at 9.01% YTD. There are 221 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | PXNIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | PXNIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | PXNIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | PXNIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | PXNIX vs FLVCX |
Lowest Volatility Alternatives to PXNIX
PXNIX has 16.02% 1-year volatility. There are 374 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | PXNIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PXNIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PXNIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | PXNIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | PXNIX vs FSUVX |
Lowest Drawdown Alternatives to PXNIX
PXNIX has a 1-year max drawdown of -11.58%. There are 342 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | PXNIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PXNIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PXNIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PXNIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PXNIX vs QUERX |
Other Mutual Funds from Pax World Funds
The 1 most viewed Pax World Funds mutual funds shown here include PXWIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pax Ellevate Global Women’s Leadership Fund Instit... | ESG, Global Equities | 46 | 8.27% | — | — | PXNIX vs PXWIX |
Often Compared With PXNIX
Investors most often compare PXNIX with PTY, SPY, POGSX. These 20 comparison targets span 7 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