PXNIX vs. PAGDX
Compare and contrast key facts about Pax International Sustainable Economy Fund Institutional Class (PXNIX) and Permanent Portfolio Aggressive Growth Fund Class A (PAGDX).
PXNIX is managed by Pax World Funds. PAGDX is an actively managed fund by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
PXNIX vs. PAGDX - Performance Comparison
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PXNIX vs. PAGDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXNIX Pax International Sustainable Economy Fund Institutional Class | -3.85% | 28.91% | 5.03% | 19.28% | -17.81% | 11.23% | 10.79% | 23.03% | -12.92% | 22.87% |
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | -3.91% | 36.58% | 44.15% | 38.39% | -26.25% | 24.53% | 37.32% | 40.01% | -12.62% | 19.29% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PXNIX having a -3.85% return and PAGDX slightly lower at -3.91%.
PXNIX
- 1D
- 0.51%
- 1M
- -11.13%
- YTD
- -3.85%
- 6M
- 0.49%
- 1Y
- 15.33%
- 3Y*
- 12.58%
- 5Y*
- 6.76%
- 10Y*
- 7.94%
PAGDX
- 1D
- -1.69%
- 1M
- -8.35%
- YTD
- -3.91%
- 6M
- 0.74%
- 1Y
- 39.07%
- 3Y*
- 33.68%
- 5Y*
- 16.80%
- 10Y*
- —
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PXNIX vs. PAGDX - Expense Ratio Comparison
PXNIX has a 0.47% expense ratio, which is lower than PAGDX's 1.46% expense ratio.
Return for Risk
PXNIX vs. PAGDX — Risk / Return Rank
PXNIX
PAGDX
PXNIX vs. PAGDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax International Sustainable Economy Fund Institutional Class (PXNIX) and Permanent Portfolio Aggressive Growth Fund Class A (PAGDX). 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.
| PXNIX | PAGDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.53 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.23 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.57 | -1.42 |
Martin ratioReturn relative to average drawdown | 4.45 | 13.11 | -8.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PXNIX | PAGDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.53 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.69 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.74 | -0.23 |
Correlation
The correlation between PXNIX and PAGDX is 0.71, 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
PXNIX vs. PAGDX - Dividend Comparison
PXNIX's dividend yield for the trailing twelve months is around 7.45%, more than PAGDX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXNIX Pax International Sustainable Economy Fund Institutional Class | 7.45% | 7.17% | 3.54% | 2.38% | 2.64% | 4.69% | 1.82% | 2.58% | 2.84% | 2.54% | 2.74% | 2.04% |
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | 0.03% | 0.03% | 5.48% | 2.59% | 7.53% | 6.80% | 14.94% | 16.97% | 12.25% | 8.50% | 0.00% | 0.00% |
Drawdowns
PXNIX vs. PAGDX - Drawdown Comparison
The maximum PXNIX drawdown since its inception was -32.54%, smaller than the maximum PAGDX drawdown of -38.03%. Use the drawdown chart below to compare losses from any high point for PXNIX and PAGDX.
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Drawdown Indicators
| PXNIX | PAGDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.54% | -38.03% | +5.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -13.80% | +2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -36.66% | +4.12% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | — | — |
Current DrawdownCurrent decline from peak | -11.13% | -9.16% | -1.97% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -7.46% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.71% | +0.27% |
Volatility
PXNIX vs. PAGDX - Volatility Comparison
Pax International Sustainable Economy Fund Institutional Class (PXNIX) has a higher volatility of 7.48% compared to Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) at 5.49%. This indicates that PXNIX's price experiences larger fluctuations and is considered to be riskier than PAGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXNIX | PAGDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 5.49% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 11.21% | 13.43% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.07% | 25.50% | -8.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.92% | 24.48% | -8.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 25.08% | -8.65% |