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 204 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | PXWGX vs VSMPX |
Best Risk-Adjusted Alternatives to PXWGX
PXWGX has a PortfoliosLab risk / return rank of 65. There are 86 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | PXWGX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | PXWGX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 90 | 17.20B | Dec 2004 | PXWGX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | PXWGX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 90 | — | Dec 2018 | PXWGX vs FTZIX |
Top Performing PXWGX Alternatives (YTD)
PXWGX is at 12.33% YTD. There are 72 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.38%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.38% | 17.20B | Dec 2004 | PXWGX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 24.67% | — | Jan 1995 | PXWGX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 23.78% | — | Nov 2004 | PXWGX vs POGRX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.50% | — | Dec 2018 | PXWGX vs FTZIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.23% | — | Dec 2015 | PXWGX vs RESGX |
Lowest Volatility Alternatives to PXWGX
PXWGX has 13.10% 1-year volatility. There are 265 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | PXWGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | PXWGX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.16% | — | Jul 2012 | PXWGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.18% | — | Jul 2012 | PXWGX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | PXWGX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | 27 | 16.47% | — | Mar 2008 | PXWGX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 32 | 5.24% | — | Aug 1971 | PXWGX vs PAXWX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 20 | 5.11% | — | Dec 2016 | PXWGX vs PAXDX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 9 | 2.32% | — | Dec 2016 | PXWGX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 86 | 24.68% | — | Mar 2008 | PXWGX vs PXSCX | |
| Pax Global Opportunities Fund | Global Equities | 8 | 5.72% | — | Jun 2018 | PXWGX vs PAXGX | |
| Pax High Yield Bond Fund | High Yield Bonds | 78 | 2.05% | — | Oct 1999 | PXWGX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 19 | -0.13% | — | Dec 2016 | PXWGX vs PAXBX |
Often Compared With PXWGX
Investors most often compare PXWGX with FXAIX, WBREOX, VPMAX. 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