Parnassus Endeavor Fund (PARWX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to PARWX

PARWX charges 0.88% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PARWX alternatives.

Symbol	Name	Expense Ratio	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	Dec 6, 2012	PARWX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	Jun 7, 2016	PARWX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	Dec 20, 2017	PARWX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	Jul 2, 1998	PARWX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	Nov 13, 2000	PARWX vs VVIAX

Best Risk-Adjusted Alternatives to PARWX

Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	PARWX vs VIHAX
FGINX	Delaware Growth and Income Fund	88	Oct 4, 1993	PARWX vs FGINX
TOWFX	Towpath Focus Fund	87	Dec 31, 2019	PARWX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	86	Apr 1, 2003	PARWX vs NEIMX
VALAX	Al Frank Fund	85	May 1, 2006	PARWX vs VALAX

Top Performing PARWX Alternatives (YTD)

PARWX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
AVERX	Ave Maria Value Focused Fund	18.00%	Jan 1, 1984	PARWX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	15.27%	Nov 18, 1935	PARWX vs LEXCX
GQHPX	GQG Partners US Quality Dividend Income Fund	11.95%	Jun 29, 2021	PARWX vs GQHPX
YAFFX	AMG Yacktman Focused Fund	8.59%	May 1, 1997	PARWX vs YAFFX
HFCVX	Hennessy Cornerstone Value Fund	8.31%	Nov 1, 1996	PARWX vs HFCVX

Lowest Volatility Alternatives to PARWX

PARWX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	4.68%	Feb 1, 2021	PARWX vs ACTIX
RIDAX	The Income Fund of America Class R-1	9.48%	Dec 1, 1973	PARWX vs RIDAX
HDCTX	Rational Equity Armor Fund	11.05%	Feb 28, 2001	PARWX vs HDCTX
TWEIX	American Century Equity Income Fund	11.59%	Aug 1, 1994	PARWX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	11.61%	Jul 8, 1998	PARWX vs ACIIX

Lowest Drawdown Alternatives to PARWX

PARWX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-3.07%	Feb 1, 2021	PARWX vs ACTIX
HDCTX	Rational Equity Armor Fund	-6.95%	Feb 28, 2001	PARWX vs HDCTX
AUXFX	Auxier Focus Fund	-8.19%	Jul 9, 1999	PARWX vs AUXFX
RIDAX	The Income Fund of America Class R-1	-8.25%	Dec 1, 1973	PARWX vs RIDAX
PSECX	1789 Growth and Income Fund	-8.36%	Jan 21, 2011	PARWX vs PSECX

Other Mutual Funds from Parnassus

Most popular Parnassus mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	12	-8.62%	Aug 31, 1992	PARWX vs PRBLX
PRILX	Parnassus Core Equity Institutional Shares	Large Cap Blend Equities	12	-8.59%	—	PARWX vs PRILX
PARMX	Parnassus Mid Cap Fund	Mid Cap Blend Equities	24	-4.88%	Apr 29, 2005	PARWX vs PARMX
PARNX	Parnassus Mid Cap Growth Fund	Mid Cap Growth Equities	13	-10.36%	Dec 27, 1984	PARWX vs PARNX

Often Compared With PARWX

What investors most often compare with PARWX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	PARWX vs SPY
DAGVX	BNY Mellon Dynamic Value Fund	Large Cap Value Equities	52	0.06%	Sep 29, 1995	PARWX vs DAGVX
VAFAX	Invesco American Franchise Fund Class A	Large Cap Growth Equities	16	-13.54%	Jun 23, 2005	PARWX vs VAFAX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	PARWX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	PARWX vs VTI
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	45	-12.37%	Sep 30, 1985	PARWX vs PRWAX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	81	-7.34%	Apr 30, 2003	PARWX vs BPTRX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	PARWX vs QQQ
IVV	iShares Core S&P 500 ETF	S&P 500	65	-4.38%	May 15, 2000	PARWX vs IVV
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	62	-10.22%	Nov 9, 2000	PARWX vs CTCAX
LCTU	BlackRock U.S. Carbon Transition Readiness ETF	Actively Managed, ESG, Sustainable	57	-5.13%	Apr 6, 2021	PARWX vs LCTU
VGT	Vanguard Information Technology ETF	Technology Equities	67	-7.34%	Mar 25, 2004	PARWX vs VGT
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	22	-10.35%	Sep 17, 1993	PARWX vs JMUEX
DIA	SPDR Dow Jones Industrial Average ETF	Large Cap Growth Equities	47	-3.25%	Jan 14, 1998	PARWX vs DIA
VTV	Vanguard Value ETF	Large Cap Value Equities	67	3.30%	Jan 26, 2004	PARWX vs VTV
BRK-B	Berkshire Hathaway Inc.		20	-4.67%	—	PARWX vs BRK-B
OAKMX	Oakmark Fund Investor Class	Large Cap Value Equities	20	-4.16%	Aug 5, 1991	PARWX vs OAKMX
CMGIX	BlackRock Mid-Cap Growth Equity Portfolio	Mid Cap Growth Equities	10	-8.46%	Dec 27, 1996	PARWX vs CMGIX
^GSPC	S&P 500 Index		74	-4.63%	—	PARWX vs ^GSPC
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	45	-6.77%	—	PARWX vs FSKAX

Compare PARWX with Any Fund or Stock

Compare PARWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Parnassus Endeavor Fund

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