Pax U.S. Sustainable Economy Fund (PXWGX) 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 PXWGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PXWGX
PXWGX charges 0.70% annually. There are 203 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 | PXWGX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PXWGX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PXWGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PXWGX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | PXWGX vs SWPPX |
Best Risk-Adjusted Alternatives to PXWGX
PXWGX has a PortfoliosLab risk / return rank of 70. There are 73 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 | PXWGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | PXWGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | PXWGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PXWGX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | PXWGX vs IGIAX |
Top Performing PXWGX Alternatives (YTD)
PXWGX is at 11.45% YTD. There are 69 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 | PXWGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | PXWGX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | PXWGX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | PXWGX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | PXWGX vs FLVCX |
Lowest Volatility Alternatives to PXWGX
PXWGX has 13.05% 1-year volatility. There are 266 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 | PXWGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PXWGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PXWGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | PXWGX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | PXWGX vs FSUVX |
Lowest Drawdown Alternatives to PXWGX
PXWGX has a 1-year max drawdown of -9.25%. There are 212 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 | PXWGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PXWGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PXWGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PXWGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PXWGX vs QUERX |
Other Mutual Funds from Pax World
The 8 most viewed Pax World mutual funds shown here include PGINX, PAXWX, PAXDX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | 41 | 19.39% | — | Mar 2008 | PXWGX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 36 | 4.41% | — | Aug 1971 | PXWGX vs PAXWX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 18 | 5.11% | — | Dec 2016 | PXWGX vs PAXDX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 10 | -0.32% | — | Dec 2016 | PXWGX vs PAXLX | |
| Pax Global Opportunities Fund | Global Equities | 9 | 4.21% | — | Jun 2018 | PXWGX vs PAXGX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 72 | 16.68% | — | Mar 2008 | PXWGX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 71 | 1.56% | — | Oct 1999 | PXWGX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 17 | -0.02% | — | Dec 2016 | PXWGX vs PAXBX |
Often Compared With PXWGX
Investors most often compare PXWGX with FXAIX, POGSX, WBREOX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PXWGX with Any Fund or Stock
Compare PXWGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PXWGX with funds that move differently
Pax U.S. Sustainable Economy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PXWGX.
Explore PXWGX Diversifiers