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 5 mutual funds in the ESG category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard FTSE Social Index Fund Institutional Shar... | 0.03% | 27.60B | Jan 2003 | PXWIX vs VFTNX | |
| Fidelity U.S. Sustainability Index Fund | 0.11% | — | May 2017 | PXWIX vs FITLX | |
| Vanguard FTSE Social Index Fund Admiral Shares | 0.14% | 27.60B | Feb 2019 | PXWIX vs VFTAX | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 0.46% | 1.60B | Jun 2019 | PXWIX vs VESGX | |
| Pax International Sustainable Economy Fund Institu... | 0.47% | — | — | PXWIX vs PXNIX |
Best Risk-Adjusted Alternatives to PXWIX
PXWIX has a PortfoliosLab risk / return rank of 68. No mutual funds in the ESG category have higher risk-adjusted ranks; the top alternatives shown here go as high as 62.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pax International Sustainable Economy Fund Institu... | 62 | — | — | PXWIX vs PXNIX | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 59 | 1.60B | Jun 2019 | PXWIX vs VESGX | |
| Vanguard Global ESG Select Stock Fund Investor Sha... | 58 | 1.60B | Jun 2019 | PXWIX vs VEIGX | |
| Fidelity U.S. Sustainability Index Fund | 49 | — | May 2017 | PXWIX vs FITLX | |
| Vanguard FTSE Social Index Fund Institutional Shar... | 41 | 27.60B | Jan 2003 | PXWIX vs VFTNX |
Top Performing PXWIX Alternatives (YTD)
PXWIX is at 11.88% YTD. There are 3 mutual funds in the ESG category with higher YTD returns, going as high as 15.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 15.39% | 1.60B | Jun 2019 | PXWIX vs VESGX | |
| Vanguard Global ESG Select Stock Fund Investor Sha... | 15.30% | 1.60B | Jun 2019 | PXWIX vs VEIGX | |
| Pax International Sustainable Economy Fund Institu... | 14.02% | — | — | PXWIX vs PXNIX | |
| Vanguard Global Environmental Opportunities Stock ... | 10.97% | 130.60M | Nov 2022 | PXWIX vs VEOIX | |
| BlackRock ESG Capital Allocation Term Trust | 10.45% | — | Sep 2021 | PXWIX vs ECAT |
Lowest Volatility Alternatives to PXWIX
PXWIX has 12.60% 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 13.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global ESG Select Stock Fund Investor Sha... | 13.70% | 1.60B | Jun 2019 | PXWIX vs VEIGX | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | 13.71% | 1.60B | Jun 2019 | PXWIX vs VESGX | |
| Calvert Equity Fund Class I | 13.72% | — | — | PXWIX vs CEYIX | |
| Fidelity U.S. Sustainability Index Fund | 13.83% | — | May 2017 | PXWIX vs FITLX | |
| BlackRock ESG Capital Allocation Term Trust | 14.17% | — | Sep 2021 | PXWIX vs ECAT |
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% | 130.60M | Nov 2022 | PXWIX vs VEOIX | |
| Vanguard Global ESG Select Stock Fund Investor Sha... | -10.78% | 1.60B | Jun 2019 | PXWIX vs VEIGX | |
| Vanguard Global ESG Select Stock Fund Admiral Shar... | -10.79% | 1.60B | Jun 2019 | PXWIX vs VESGX | |
| Fidelity U.S. Sustainability Index Fund | -11.15% | — | May 2017 | PXWIX vs FITLX | |
| Pax International Sustainable Economy Fund Institu... | -11.58% | — | — | PXWIX vs PXNIX |
Other Mutual Funds from Pax World
The 9 most viewed Pax World mutual funds shown here include PGINX, PAXWX, PXWGX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities, Energy Equities | 32 | 15.27% | — | Mar 2008 | PXWIX vs PGINX | |
| Pax Sustainable Allocation Fund | Diversified Portfolio | 34 | 4.77% | — | Aug 1971 | PXWIX vs PAXWX | |
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | 69 | 11.23% | — | Jun 1997 | PXWIX vs PXWGX | |
| Pax Global Sustainable Infrastructure Fund | Infrastructure Equities, Energy Equities | 46 | 5.11% | — | Dec 2016 | PXWIX vs PAXDX | |
| Pax Global Opportunities Fund | Global Equities | 10 | 5.84% | — | Jun 2018 | PXWIX vs PAXGX | |
| PAX LARGE CAP FUND | Large Cap Blend Equities | 9 | 1.50% | — | Dec 2016 | PXWIX vs PAXLX | |
| Pax Small Cap Fund | Small Cap Blend Equities | 85 | 22.22% | — | Mar 2008 | PXWIX vs PXSCX | |
| Pax High Yield Bond Fund | High Yield Bonds | 70 | 1.22% | — | Oct 1999 | PXWIX vs PAXHX | |
| PAX CORE BOND FUND | Intermediate Core Bond | 17 | -0.82% | — | Dec 2016 | PXWIX vs PAXBX |
Often Compared With PXWIX
Investors most often compare PXWIX with VICEX, VICE, SPY. These 6 comparison targets span 7 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USA Mutuals Vice Fund | Global Equities | 24 | 8.80% | — | Aug 2002 | PXWIX vs VICEX | |
| AdvisorShares Vice ETF | Consumer Discretionary Equities | 6 | 4.78% | 7.34M | Dec 2017 | PXWIX vs VICE | |
| State Street SPDR S&P 500 ETF | S&P 500 | 67 | 10.13% | 789.06B | Jan 1993 | PXWIX vs SPY | |
| Fidelity MSCI Information Technology Index ETF | Technology Equities | 52 | 20.47% | 20.96B | Oct 2013 | PXWIX vs FTEC | |
| Goldman Sachs International Equity ESG Fund Class ... | Foreign Large Cap Equities, ESG | 32 | 7.83% | — | Dec 1992 | PXWIX vs GSIFX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 10 | 3.48% | — | May 2009 | PXWIX vs NVLIX |
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