Parnassus Core Equity Institutional Shares (PRILX) 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 PRILX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRILX
PRILX charges 0.61% annually. There are 171 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 | PRILX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PRILX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PRILX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PRILX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PRILX vs SSSYX |
Best Risk-Adjusted Alternatives to PRILX
PRILX has a PortfoliosLab risk / return rank of 22. There are 343 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 | PRILX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | PRILX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | PRILX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PRILX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | PRILX vs IGIAX |
Top Performing PRILX Alternatives (YTD)
PRILX is at 7.08% YTD. There are 276 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 | PRILX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | PRILX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | PRILX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | PRILX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | PRILX vs FLVCX |
Lowest Volatility Alternatives to PRILX
PRILX has 12.37% 1-year volatility. There are 110 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 | PRILX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PRILX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PRILX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | PRILX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | PRILX vs FSUVX |
Lowest Drawdown Alternatives to PRILX
PRILX has a 1-year max drawdown of -11.61%. There are 343 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 | PRILX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PRILX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PRILX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PRILX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PRILX vs QUERX |
Other Mutual Funds from Parnassus
The 4 most viewed Parnassus mutual funds shown here include PRBLX, PARWX, PARMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Parnassus Core Equity Fund | Large Cap Blend Equities | 21 | 7.00% | — | Aug 1992 | PRILX vs PRBLX | |
| Parnassus Endeavor Fund | Large Cap Value Equities | 89 | 15.19% | — | Apr 2005 | PRILX vs PARWX | |
| Parnassus Mid Cap Fund | Mid Cap Blend Equities | 31 | 10.36% | — | Apr 2005 | PRILX vs PARMX | |
| Parnassus Mid Cap Growth Fund | Mid Cap Growth Equities | 15 | 6.67% | — | Dec 1984 | PRILX vs PARNX |
Often Compared With PRILX
Investors most often compare PRILX with VOO, FXAIX, TRLGX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PRILX with Any Fund or Stock
Compare PRILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRILX with funds that move differently
Parnassus Core Equity Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRILX.
Explore PRILX Diversifiers