Pax Small Cap Fund (PXSCX) belongs to the Small 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 PXSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PXSCX
PXSCX charges 1.15% annually. There are 117 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | PXSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | PXSCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | PXSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | PXSCX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | PXSCX vs TISBX |
Best Risk-Adjusted Alternatives to PXSCX
PXSCX has a PortfoliosLab risk / return rank of 85. There are 7 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | PXSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | PXSCX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | PXSCX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | PXSCX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | PXSCX vs GQSCX |
Top Performing PXSCX Alternatives (YTD)
PXSCX is at 24.74% YTD. There are 17 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | PXSCX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | PXSCX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | PXSCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | PXSCX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | PXSCX vs FTMSX |
Lowest Volatility Alternatives to PXSCX
PXSCX has 17.31% 1-year volatility. There are 42 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | PXSCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | PXSCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | PXSCX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | PXSCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | PXSCX vs BOSOX |
Lowest Drawdown Alternatives to PXSCX
PXSCX has a 1-year max drawdown of -11.06%. There are 122 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | PXSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | PXSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | PXSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | PXSCX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | PXSCX vs SSCDX |
Other Mutual Funds from Pax World
The 8 most viewed Pax World mutual funds shown here include PGINX, PAXWX, PAXDX 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 | PXSCX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 33 | 5.36% | — | Aug 1971 | PXSCX vs PAXWX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 18 | 5.11% | — | Dec 2016 | PXSCX vs PAXDX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 69 | 12.88% | — | Jun 1997 | PXSCX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 10 | 2.42% | — | Dec 2016 | PXSCX vs PAXLX | |
| Pax Global Opportunities Fund | Global Equities | 7 | 5.60% | — | Jun 2018 | PXSCX vs PAXGX | |
| Pax High Yield Bond Fund | High Yield Bonds | 76 | 2.05% | — | Oct 1999 | PXSCX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 17 | -0.13% | — | Dec 2016 | PXSCX vs PAXBX |
Often Compared With PXSCX
Investors most often compare PXSCX with SCHD, TNVIX, BIAUX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PXSCX with Any Fund or Stock
Compare PXSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PXSCX with funds that move differently
Pax Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PXSCX.
Explore PXSCX Diversifiers