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PXHRX Pax High Yield Bond R

4 lower fee alternatives found

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Fund PXHRX Pax High Yield Bond R VWEHX Vanguard High-Yield Corporate Inv THYYX Touchstone High Yield Y  
100% 85% 85%
Annual Fees
(1.22% Exp. Ratio)
(0.23% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$12,576.43 $16,962.35 $14,283.58
Est. savings over 30 yrs +$4,385.92 +$1,707.14
As of 9/30/16
1 YR RETURN 6.72%
3 YR 1.69%
5 YR 5.01%
10 YR 5.15%
1 YR RETURN 9.82%
3 YR 5.49%
5 YR 7.61%
10 YR 6.59%
1 YR RETURN 9.10%
3 YR 3.69%
5 YR 6.51%
10 YR 6.62%
The investment seeks high current income; as a secondary investment objective, it seeks capital appreciation. Under normal market conditions, the High Yield Bond Fund invests at least 80% of its assets (plus any borrowings for investment purposes) in high-yield, fixed income securities (such as bonds, notes or debentures) that are rated below BBB-by Standard & Poor's Ratings Group or below Baa3 by Moody's Investors Service, similarly rated by another major rating service, or unrated and determined by the High Yield Bond Fund's investment adviser to be of comparable quality.
The investment seeks to provide a high level of current income. The fund invests primarily in a diversified group of high-yielding, higher-risk corporate bonds-commonly known as "junk bonds"-with medium- and lower-range credit-quality ratings. It invests at least 80% of its assets in corporate bonds that are rated below Baa by Moody's Investors Service, Inc. (Moody's); have an equivalent rating by any other independent bond-rating agency; or, if unrated, are determined to be of comparable quality by the fund's advisor. The fund's high-yield bonds and loans mostly have short- and intermediate-term maturities.
The investment seeks to achieve a high level of income as its main goal; capital appreciation is a secondary consideration. The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in non-investment-grade debt securities. It generally invests in non-investment-grade debt securities of domestic corporations. Non-investment-grade debt securities are higher risk, lower quality securities, often referred to as "junk bonds," and are considered speculative.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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