Parnassus Endeavor Fund (PARWX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PARWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PARWX
PARWX charges 0.88% annually. There are 194 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PARWX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PARWX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PARWX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PARWX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | PARWX vs VVIAX |
Best Risk-Adjusted Alternatives to PARWX
PARWX has a PortfoliosLab risk / return rank of 90. There are 123 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | PARWX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | PARWX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | PARWX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | PARWX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | PARWX vs LSVVX |
Top Performing PARWX Alternatives (YTD)
PARWX is at 17.13% YTD. There are 84 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | PARWX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | PARWX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | PARWX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | PARWX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | PARWX vs AVLVX |
Lowest Volatility Alternatives to PARWX
PARWX has 12.41% 1-year volatility. There are 238 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | PARWX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | PARWX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | PARWX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | PARWX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | PARWX vs ACIIX |
Lowest Drawdown Alternatives to PARWX
PARWX has a 1-year max drawdown of -8.92%. There are 260 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PARWX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PARWX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PARWX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | PARWX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PARWX vs SVAIX |
Other Mutual Funds from Parnassus
The 4 most viewed Parnassus mutual funds shown here include PRBLX, PRILX, PARMX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Parnassus Core Equity Fund Investor Shares | Large Cap Blend Equities | 21 | 8.87% | — | Aug 1992 | PARWX vs PRBLX | |
| Parnassus Core Equity Institutional Shares | Large Cap Blend Equities | 22 | 8.98% | — | — | PARWX vs PRILX | |
| Parnassus Mid Cap Fund | Mid Cap Blend Equities | 20 | 6.81% | — | Apr 2005 | PARWX vs PARMX | |
| Parnassus Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | 4.60% | — | Dec 1984 | PARWX vs PARNX |
Often Compared With PARWX
Investors most often compare PARWX with VAFAX, DAGVX, SPY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PARWX with Any Fund or Stock
Compare PARWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PARWX with funds that move differently
Parnassus Endeavor Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PARWX.
Explore PARWX Diversifiers