Parnassus Core Equity Fund (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 0.82% annually. There are 243 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PRBLX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PRBLX vs VFFSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PRBLX vs SSSYX |
Best Risk-Adjusted Alternatives to PRBLX
PRBLX has a PortfoliosLab risk / return rank of 21. There are 344 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | PRBLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | PRBLX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | PRBLX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PRBLX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | PRBLX vs IGIAX |
Top Performing PRBLX Alternatives (YTD)
PRBLX is at 7.00% YTD. There are 283 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | PRBLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | PRBLX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | PRBLX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | PRBLX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | PRBLX vs FLVCX |
Lowest Volatility Alternatives to PRBLX
PRBLX has 12.38% 1-year volatility. There are 112 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | PRBLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PRBLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PRBLX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | PRBLX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | PRBLX vs FSUVX |
Lowest Drawdown Alternatives to PRBLX
PRBLX has a 1-year max drawdown of -11.63%. There are 344 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | PRBLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PRBLX vs ORDNX | |
| 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 |
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 | 22 | 7.08% | — | — | PRBLX vs PRILX | |
| Parnassus Endeavor Fund | Large Cap Value Equities | 89 | 15.19% | — | Apr 2005 | PRBLX vs PARWX | |
| Parnassus Mid Cap Fund | Mid Cap Blend Equities | 31 | 10.36% | — | Apr 2005 | PRBLX vs PARMX | |
| Parnassus Mid Cap Growth Fund | Mid Cap Growth Equities | 15 | 6.67% | — | Dec 1984 | PRBLX vs PARNX |
Often Compared With PRBLX
Investors most often compare PRBLX with SPY, PRCOX, PRDGX. These 20 comparison targets span 9 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 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRBLX.
Explore PRBLX Diversifiers