Pax Small Cap Fund (PXSCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PXSCX
PXSCX charges 1.15% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among PXSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | PXSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | PXSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | PXSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | PXSCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | PXSCX vs VSMAX |
Best Risk-Adjusted Alternatives to PXSCX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | PXSCX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | PXSCX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | PXSCX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | PXSCX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | PXSCX vs PRSVX |
Top Performing PXSCX Alternatives (YTD)
PXSCX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | PXSCX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | PXSCX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | PXSCX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | PXSCX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | PXSCX vs RIVSX |
Lowest Volatility Alternatives to PXSCX
PXSCX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | PXSCX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | PXSCX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | PXSCX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | PXSCX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | PXSCX vs CSMDX |
Lowest Drawdown Alternatives to PXSCX
PXSCX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | PXSCX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | PXSCX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | PXSCX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | PXSCX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | PXSCX vs BOSOX |
Other Mutual Funds from Pax World
Most popular Pax World mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | 25 | -4.24% | Mar 27, 2008 | PXSCX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 35 | -4.79% | Aug 9, 1971 | PXSCX vs PAXWX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 40 | -7.27% | Jun 11, 1997 | PXSCX vs PXWGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 16 | -10.71% | Dec 16, 2016 | PXSCX vs PAXLX | |
| Pax High Yield Bond Fund | High Yield Bonds | 89 | -1.80% | Oct 8, 1999 | PXSCX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 44 | -0.63% | Dec 16, 2016 | PXSCX vs PAXBX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 81 | 5.11% | Dec 15, 2016 | PXSCX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 6 | -9.44% | Jun 26, 2018 | PXSCX vs PAXGX |
Often Compared With PXSCX
What investors most often compare with PXSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | PXSCX vs SCHD | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | PXSCX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | PXSCX vs TISBX |
Compare PXSCX with Any Fund or Stock
Compare PXSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.