Parnassus Core Equity Fund Investor Shares (PRBLX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRBLX
PRBLX charges 0.81% annually. There are 234 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PRBLX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PRBLX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PRBLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PRBLX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 34.70B | May 2001 | PRBLX vs VITPX |
Best Risk-Adjusted Alternatives to PRBLX
PRBLX has a PortfoliosLab risk / return rank of 20. There are 349 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | PRBLX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | PRBLX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | PRBLX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PRBLX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | PRBLX vs POGSX |
Top Performing PRBLX Alternatives (YTD)
PRBLX is at 7.76% YTD. There are 282 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | PRBLX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | PRBLX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | PRBLX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | PRBLX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | PRBLX vs IGIAX |
Lowest Volatility Alternatives to PRBLX
PRBLX has 12.90% 1-year volatility. There are 165 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | PRBLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | PRBLX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | PRBLX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | PRBLX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | PRBLX vs SILVX |
Lowest Drawdown Alternatives to PRBLX
PRBLX has a 1-year max drawdown of -11.63%. There are 336 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | PRBLX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PRBLX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PRBLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PRBLX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | PRBLX vs AMFEX |
Other Mutual Funds from Parnassus
The 4 most viewed Parnassus mutual funds shown here include PRILX, PARWX, PARMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Parnassus Core Equity Institutional Shares | Large Cap Blend Equities | 20 | 7.88% | — | — | PRBLX vs PRILX | |
| Parnassus Endeavor Fund | Large Cap Value Equities | 88 | 16.18% | — | Apr 2005 | PRBLX vs PARWX | |
| Parnassus Mid Cap Fund | Mid Cap Blend Equities | 21 | 6.92% | — | Apr 2005 | PRBLX vs PARMX | |
| Parnassus Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | 4.49% | — | Dec 1984 | PRBLX vs PARNX |
Often Compared With PRBLX
Investors most often compare PRBLX with SPY, PRCOX, PRDGX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare PRBLX with Any Fund or Stock
Compare PRBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRBLX with funds that move differently
Parnassus Core Equity Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRBLX.
Explore PRBLX Diversifiers