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 193 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PARWX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PARWX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | PARWX vs TILVX |
Best Risk-Adjusted Alternatives to PARWX
PARWX has a PortfoliosLab risk / return rank of 88. There are 57 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | PARWX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PARWX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | PARWX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | PARWX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | PARWX vs AVLVX |
Top Performing PARWX Alternatives (YTD)
PARWX is at 16.31% YTD. There are 65 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | PARWX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | PARWX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | PARWX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | PARWX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | PARWX vs YAFFX |
Lowest Volatility Alternatives to PARWX
PARWX has 12.16% 1-year volatility. There are 225 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PARWX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | PARWX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | PARWX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | PARWX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | PARWX vs TMMAX |
Lowest Drawdown Alternatives to PARWX
PARWX has a 1-year max drawdown of -8.92%. There are 261 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 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 | 9.21% | — | Aug 1992 | PARWX vs PRBLX | |
| Parnassus Core Equity Institutional Shares | Large Cap Blend Equities | 22 | 9.32% | — | — | PARWX vs PRILX | |
| Parnassus Mid Cap Fund | Mid Cap Blend Equities | 27 | 10.49% | — | Apr 2005 | PARWX vs PARMX | |
| Parnassus Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 8.22% | — | Dec 1984 | PARWX vs PARNX |
Often Compared With PARWX
Investors most often compare PARWX with VAFAX, SPY, DAGVX. 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