Pax U.S. Sustainable Economy Fund (PXWGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PXWGX
PXWGX charges 0.70% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among PXWGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | PXWGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | PXWGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | PXWGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | PXWGX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | Aug 13, 2015 | PXWGX vs BKTSX |
Best Risk-Adjusted Alternatives to PXWGX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | PXWGX vs VPMAX | |
| Pin Oak Equity | 92 | Aug 3, 1992 | PXWGX vs POGSX | |
| First Eagle Overseas Fund Class I | 92 | — | PXWGX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | PXWGX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | PXWGX vs DFIEX |
Top Performing PXWGX Alternatives (YTD)
PXWGX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Global Fund | 9.95% | Jan 30, 2017 | PXWGX vs YFSIX | |
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | PXWGX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.49% | Jan 24, 2021 | PXWGX vs NWAUX | |
| Muhlenkamp Fund | 9.11% | Nov 1, 1988 | PXWGX vs MUHLX | |
| Pin Oak Equity | 8.02% | Aug 3, 1992 | PXWGX vs POGSX |
Lowest Volatility Alternatives to PXWGX
PXWGX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | PXWGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.01% | Mar 28, 2021 | PXWGX vs SVPFX | |
| Fidelity Hedged Equity Fund | 11.04% | Sep 8, 2022 | PXWGX vs FEQHX | |
| Fidelity Advisor Growth & Income Fund Class Z | 11.08% | Mar 20, 2025 | PXWGX vs FGJEX | |
| Castle Tandem Fund | 12.04% | Mar 15, 2019 | PXWGX vs TANDX |
Lowest Drawdown Alternatives to PXWGX
PXWGX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | PXWGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | PXWGX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | PXWGX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | PXWGX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | PXWGX vs FNSTX |
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 | 38 | -0.76% | Mar 27, 2008 | PXWGX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 45 | -3.18% | Aug 9, 1971 | PXWGX vs PAXWX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 21 | -8.26% | Dec 16, 2016 | PXWGX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 43 | -1.97% | Mar 27, 2008 | PXWGX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 89 | -1.14% | Oct 8, 1999 | PXWGX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 32 | -0.41% | Dec 16, 2016 | PXWGX vs PAXBX | |
| Pax Global Sustainable Infrastructure Fund | Energy Equities | 76 | 5.11% | Dec 15, 2016 | PXWGX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 8 | -6.73% | Jun 26, 2018 | PXWGX vs PAXGX |
Often Compared With PXWGX
What investors most often compare with PXWGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | PXWGX vs FXAIX | |
| Centre American Select Equity Fund | Large Cap Blend Equities | 89 | 7.48% | Dec 21, 2011 | PXWGX vs DHAMX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 7.71% | Dec 31, 2004 | PXWGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund Class R6 | Large Cap Blend Equities | 10 | 1.76% | Jul 9, 2012 | PXWGX vs QUERX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 89 | -0.34% | Jan 2, 1990 | PXWGX vs PAGDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 58 | -3.97% | May 31, 2001 | PXWGX vs VITPX | |
| CIT: BlackRock Equity Index Fund Class 1 | Large Cap Blend Equities | 36 | -4.34% | Jul 24, 2017 | PXWGX vs WBREOX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 57 | -4.34% | Aug 11, 2014 | PXWGX vs SSEYX |
Compare PXWGX with Any Fund or Stock
Compare PXWGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.