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PAXDX vs. CSUIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

PAXDX vs. CSUIX

Last updated Apr 1, 2026

Compare and contrast key facts about Pax Global Sustainable Infrastructure Fund (PAXDX) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX).

PAXDX is managed by Pax World. It was launched on Dec 15, 2016. CSUIX is managed by Cohen & Steers. It was launched on May 2, 2004.

Performance

PAXDX vs. CSUIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pax Global Sustainable Infrastructure Fund (PAXDX) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX). The values are adjusted to include any dividend payments, if applicable.

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PAXDX vs. CSUIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
PAXDX
Pax Global Sustainable Infrastructure Fund		5.11%18.37%-1.55%9.33%-13.45%14.24%14.25%25.88%-4.25%19.24%
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.		8.44%14.69%8.74%2.46%-4.89%16.60%-1.29%24.72%-5.52%18.15%

Returns By Period

In the year-to-date period, PAXDX achieves a 5.11% return, which is significantly lower than CSUIX's 8.44% return.

PAXDX

1D
0.00%
1M
0.00%
YTD
5.11%
6M
4.86%
1Y
15.85%
3Y*
8.60%
5Y*
4.21%
10Y*
—

CSUIX

1D
0.34%
1M
-4.36%
YTD
8.44%
6M
9.16%
1Y
18.40%
3Y*
11.18%
5Y*
8.17%
10Y*
7.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Pax Global Sustainable Infrastructure Fund

Cohen & Steers Global Infrastructure Fund, Inc.

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Often compared with CSUIX:
CSUIX vs. SPYCSUIX vs. XLICSUIX vs. GLIFXCSUIX vs. LPXZXCSUIX vs. GGINXCSUIX vs. IEYYXCSUIX vs. TORIX

PAXDX vs. CSUIX - Expense Ratio Comparison

PAXDX has a 0.83% expense ratio, which is lower than CSUIX's 0.86% expense ratio.

CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.
PAXDX
Pax Global Sustainable Infrastructure Fund

Return for Risk

PAXDX vs. CSUIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PAXDX
PAXDX Risk / Return Rank: 8181
Overall Rank
PAXDX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
PAXDX Sortino Ratio Rank: 7979
Sortino Ratio Rank
PAXDX Omega Ratio Rank: 8080
Omega Ratio Rank
PAXDX Calmar Ratio Rank: 8080
Calmar Ratio Rank
PAXDX Martin Ratio Rank: 8888
Martin Ratio Rank
CSUIX
CSUIX Risk / Return Rank: 8686
Overall Rank
CSUIX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
CSUIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
CSUIX Omega Ratio Rank: 8282
Omega Ratio Rank
CSUIX Calmar Ratio Rank: 8989
Calmar Ratio Rank
CSUIX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PAXDX vs. CSUIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pax Global Sustainable Infrastructure Fund (PAXDX) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

PAXDXCSUIXDifference

Sharpe ratio

Return per unit of total volatility

1.42

1.67

-0.25

Sortino ratio

Return per unit of downside risk

1.98

2.21

-0.23

Omega ratio

Gain probability vs. loss probability

1.31

1.33

-0.01

Calmar ratio

Return relative to maximum drawdown

1.95

2.42

-0.46

Martin ratio

Return relative to average drawdown

9.47

10.58

-1.11

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PAXDX vs. CSUIX - Sharpe Ratio Comparison

The current PAXDX Sharpe Ratio is 1.42, which is comparable to the CSUIX Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of PAXDX and CSUIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

PAXDXCSUIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.42

1.67

-0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.64

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.53

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.58

-0.05

Correlation

The correlation between PAXDX and CSUIX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

PAXDX vs. CSUIX - Dividend Comparison

PAXDX's dividend yield for the trailing twelve months is around 2.06%, less than CSUIX's 7.76% yield.

TTM20252024202320222021202020192018201720162015
PAXDX
Pax Global Sustainable Infrastructure Fund		2.06%2.17%2.07%2.43%2.48%58.94%2.88%4.69%3.55%2.13%0.12%0.00%
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.		7.76%8.41%2.58%2.53%3.91%3.25%1.64%1.83%2.45%5.12%2.35%6.52%

Drawdowns

PAXDX vs. CSUIX - Drawdown Comparison

The maximum PAXDX drawdown since its inception was -33.58%, smaller than the maximum CSUIX drawdown of -52.01%. Use the drawdown chart below to compare losses from any high point for PAXDX and CSUIX.

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Drawdown Indicators

PAXDXCSUIXDifference

Max Drawdown

Largest peak-to-trough decline

-33.58%

-52.01%

+18.43%

Max Drawdown (1Y)

Largest decline over 1 year

-8.05%

-7.99%

-0.06%

Max Drawdown (5Y)

Largest decline over 5 years

-25.04%

-20.01%

-5.03%

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.01%

—

Current Drawdown

Current decline from peak

-0.74%

-4.36%

+3.62%

Average Drawdown

Average peak-to-trough decline

-5.34%

-8.21%

+2.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.66%

1.82%

-0.16%

Volatility

PAXDX vs. CSUIX - Volatility Comparison

The current volatility for Pax Global Sustainable Infrastructure Fund (PAXDX) is 0.00%, while Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) has a volatility of 3.24%. This indicates that PAXDX experiences smaller price fluctuations and is considered to be less risky than CSUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PAXDXCSUIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

3.24%

-3.24%

Volatility (6M)

Calculated over the trailing 6-month period

5.36%

6.90%

-1.54%

Volatility (1Y)

Calculated over the trailing 1-year period

11.81%

11.49%

+0.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.30%

12.86%

+0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.65%

14.88%

+1.77%