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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PXNIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PXNIX vs VFFSX | |
| 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 II Portfolio | 0.02% | — | Aug 2014 | PXNIX vs SSEYX |
Best Risk-Adjusted Alternatives to PXNIX
PXNIX has a PortfoliosLab risk / return rank of 33. There are 306 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | PXNIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | PXNIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | PXNIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | PXNIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | PXNIX vs GTLOX |
Top Performing PXNIX Alternatives (YTD)
PXNIX is at 11.10% YTD. There are 181 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | PXNIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | PXNIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | PXNIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | PXNIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | PXNIX vs RESGX |
Lowest Volatility Alternatives to PXNIX
PXNIX has 16.20% 1-year volatility. There are 376 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | PXNIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | PXNIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | PXNIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | PXNIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | PXNIX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | 10.64% | — | — | PXNIX vs PXWIX |
Often Compared With PXNIX
Investors most often compare PXNIX with PTY, SPY, VESGX. These 20 comparison targets span 6 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