PXWEX vs. VFTAX
Compare and contrast key facts about Pax Ellevate Global Women’s Leadership Fund (PXWEX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX).
PXWEX is managed by Impax Asset Management. It was launched on Sep 30, 1993. VFTAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXWEX or VFTAX.
Correlation
The correlation between PXWEX and VFTAX is 0.93, 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.
Performance
PXWEX vs. VFTAX - Performance Comparison
Key characteristics
PXWEX:
0.55
VFTAX:
1.81
PXWEX:
0.77
VFTAX:
2.42
PXWEX:
1.11
VFTAX:
1.32
PXWEX:
0.64
VFTAX:
2.76
PXWEX:
2.05
VFTAX:
11.20
PXWEX:
3.46%
VFTAX:
2.30%
PXWEX:
12.80%
VFTAX:
14.26%
PXWEX:
-58.74%
VFTAX:
-34.20%
PXWEX:
-7.30%
VFTAX:
-1.14%
Returns By Period
The year-to-date returns for both investments are quite close, with PXWEX having a 2.72% return and VFTAX slightly higher at 2.85%.
PXWEX
2.72%
2.46%
1.70%
6.57%
5.89%
6.85%
VFTAX
2.85%
2.26%
11.52%
24.95%
15.18%
N/A
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PXWEX vs. VFTAX - Expense Ratio Comparison
PXWEX has a 0.77% expense ratio, which is higher than VFTAX's 0.14% expense ratio.
Risk-Adjusted Performance
PXWEX vs. VFTAX — Risk-Adjusted Performance Rank
PXWEX
VFTAX
PXWEX vs. VFTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Ellevate Global Women’s Leadership Fund (PXWEX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX). 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.
Dividends
PXWEX vs. VFTAX - Dividend Comparison
PXWEX's dividend yield for the trailing twelve months is around 2.29%, more than VFTAX's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWEX Pax Ellevate Global Women’s Leadership Fund | 2.29% | 2.35% | 1.60% | 0.87% | 1.21% | 1.04% | 1.63% | 1.98% | 1.46% | 1.80% | 1.60% | 2.23% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.97% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PXWEX vs. VFTAX - Drawdown Comparison
The maximum PXWEX drawdown since its inception was -58.74%, which is greater than VFTAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for PXWEX and VFTAX. For additional features, visit the drawdowns tool.
Volatility
PXWEX vs. VFTAX - Volatility Comparison
The current volatility for Pax Ellevate Global Women’s Leadership Fund (PXWEX) is 3.24%, while Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a volatility of 4.76%. This indicates that PXWEX experiences smaller price fluctuations and is considered to be less risky than VFTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.