Pax Ellevate Global Women’s Leadership Fund (PXWEX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PXWEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PXWEX
PXWEX charges 0.77% annually. There are 61 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | PXWEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PXWEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PXWEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PXWEX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | PXWEX vs VMNVX |
Best Risk-Adjusted Alternatives to PXWEX
PXWEX has a PortfoliosLab risk / return rank of 49. There are 96 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | PXWEX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | PXWEX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | PXWEX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | PXWEX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | PXWEX vs JGYIX |
Top Performing PXWEX Alternatives (YTD)
PXWEX is at 10.82% YTD. There are 111 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | PXWEX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | PXWEX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | PXWEX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | PXWEX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | PXWEX vs PRGSX |
Lowest Volatility Alternatives to PXWEX
PXWEX has 12.03% 1-year volatility. There are 62 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | PXWEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | PXWEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | PXWEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | PXWEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | PXWEX vs SGMAX |
Lowest Drawdown Alternatives to PXWEX
PXWEX has a 1-year max drawdown of -9.60%. There are 64 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | PXWEX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | PXWEX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | PXWEX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | PXWEX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PXWEX vs LVAFX |
Often Compared With PXWEX
Investors most often compare PXWEX with EFIV, VFTAX, VTWO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PXWEX with Any Fund or Stock
Compare PXWEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PXWEX with funds that move differently
Pax Ellevate Global Women’s Leadership Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PXWEX.
Explore PXWEX Diversifiers