Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) belongs to the ESG category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PXWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PXWIX
PXWIX charges 0.51% annually. There are 3 mutual funds in the ESG category with lower expense ratios, going as low as 0.12%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard FTSE Social Index Fund Institutional Shar... | 0.12% | 26.20B | Jan 2003 | PXWIX vs VFTNX | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 0.46% | 1.50B | Jun 2019 | PXWIX vs VESGX | |
| Pax International Sustainable Economy Fund Institu... | 0.47% | — | — | PXWIX vs PXNIX | |
| Vanguard Global ESG Select Stock Fund Investor Sha... | 0.56% | 1.50B | Jun 2019 | PXWIX vs VEIGX | |
| Vanguard Global Environmental Opportunities Stock ... | 0.70% | 122.90M | Nov 2022 | PXWIX vs VEOIX |
Best Risk-Adjusted Alternatives to PXWIX
PXWIX has a PortfoliosLab risk / return rank of 50. There is 1 mutual fund in the ESG category with a higher risk-adjusted rank, going as high as 54.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard FTSE Social Index Fund Institutional Shar... | 54 | 26.20B | Jan 2003 | PXWIX vs VFTNX | |
| Vanguard Global Environmental Opportunities Stock ... | 39 | 122.90M | Nov 2022 | PXWIX vs VEOIX | |
| BlackRock ESG Capital Allocation Term Trust | 32 | — | Sep 2021 | PXWIX vs ECAT | |
| Pax International Sustainable Economy Fund Institu... | 20 | — | — | PXWIX vs PXNIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | 19 | — | May 2009 | PXWIX vs NVLIX |
Top Performing PXWIX Alternatives (YTD)
PXWIX is at 10.59% YTD. There are 3 mutual funds in the ESG category with higher YTD returns, going as high as 12.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | 12.58% | — | Sep 2021 | PXWIX vs ECAT | |
| Vanguard Global Environmental Opportunities Stock ... | 12.15% | 122.90M | Nov 2022 | PXWIX vs VEOIX | |
| Vanguard FTSE Social Index Fund Institutional Shar... | 11.66% | 26.20B | Jan 2003 | PXWIX vs VFTNX | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 10.16% | 1.50B | Jun 2019 | PXWIX vs VESGX | |
| Vanguard Global ESG Select Stock Fund Investor Sha... | 10.11% | 1.50B | Jun 2019 | PXWIX vs VEIGX |
Lowest Volatility Alternatives to PXWIX
PXWIX has 12.04% 1-year volatility. No mutual funds in the ESG category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 13.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 13.01% | 1.50B | Jun 2019 | PXWIX vs VESGX | |
| Vanguard Global ESG Select Stock Fund Investor Sha... | 13.01% | 1.50B | Jun 2019 | PXWIX vs VEIGX | |
| Vanguard FTSE Social Index Fund Institutional Shar... | 13.31% | 26.20B | Jan 2003 | PXWIX vs VFTNX | |
| BlackRock ESG Capital Allocation Term Trust | 13.39% | — | Sep 2021 | PXWIX vs ECAT | |
| Vanguard Global Environmental Opportunities Stock ... | 14.27% | 122.90M | Nov 2022 | PXWIX vs VEOIX |
Lowest Drawdown Alternatives to PXWIX
PXWIX has a 1-year max drawdown of -9.55%. No mutual funds in the ESG category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -9.73%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Environmental Opportunities Stock ... | -9.73% | 122.90M | Nov 2022 | PXWIX vs VEOIX | |
| Vanguard Global ESG Select Stock Fund Investor Sha... | -10.78% | 1.50B | Jun 2019 | PXWIX vs VEIGX | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | -10.79% | 1.50B | Jun 2019 | PXWIX vs VESGX | |
| Pax International Sustainable Economy Fund Institu... | -11.58% | — | — | PXWIX vs PXNIX | |
| BlackRock ESG Capital Allocation Term Trust | -11.80% | — | Sep 2021 | PXWIX vs ECAT |
Often Compared With PXWIX
Investors most often compare PXWIX with VICEX, VICE, SPY. These 5 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USA Mutuals Vice Fund | Global Equities | 11 | 5.60% | — | Aug 2002 | PXWIX vs VICEX | |
| AdvisorShares Vice ETF | Consumer Discretionary Equities | 9 | 4.50% | 7.36M | Dec 2017 | PXWIX vs VICE | |
| State Street SPDR S&P 500 ETF | S&P 500 | 75 | 11.69% | 781.00B | Jan 1993 | PXWIX vs SPY | |
| Fidelity MSCI Information Technology Index ETF | Technology Equities | 82 | 33.89% | 17.89B | Oct 2013 | PXWIX vs FTEC | |
| Goldman Sachs International Equity ESG Fund Class ... | Foreign Large Cap Equities, ESG | 12 | 6.30% | — | Dec 1992 | PXWIX vs GSIFX |
Compare PXWIX with Any Fund or Stock
Compare PXWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PXWIX with funds that move differently
Pax Ellevate Global Women’s Leadership Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PXWIX.
Explore PXWIX Diversifiers