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 165 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% | — | — | PRILX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PRILX vs VSTSX | |
| 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | PRILX vs VSMPX |
Best Risk-Adjusted Alternatives to PRILX
PRILX has a PortfoliosLab risk / return rank of 20. There are 345 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 | PRILX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | PRILX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | PRILX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PRILX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | PRILX vs POGSX |
Top Performing PRILX Alternatives (YTD)
PRILX is at 7.88% YTD. There are 269 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 | PRILX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | PRILX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | PRILX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | PRILX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | PRILX vs IGIAX |
Lowest Volatility Alternatives to PRILX
PRILX has 12.89% 1-year volatility. There are 162 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 | PRILX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | PRILX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | PRILX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | PRILX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | PRILX vs SILVX |
Lowest Drawdown Alternatives to PRILX
PRILX has a 1-year max drawdown of -11.61%. There are 334 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 | PRILX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | PRILX vs AMFEX |
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 Investor Shares | Large Cap Blend Equities | 20 | 7.76% | — | Aug 1992 | PRILX vs PRBLX | |
| Parnassus Endeavor Fund | Large Cap Value Equities | 88 | 16.18% | — | Apr 2005 | PRILX vs PARWX | |
| Parnassus Mid Cap Fund | Mid Cap Blend Equities | 21 | 6.92% | — | Apr 2005 | PRILX vs PARMX | |
| Parnassus Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | 4.49% | — | Dec 1984 | PRILX vs PARNX |
Often Compared With PRILX
Investors most often compare PRILX with VOO, FXAIX, AKRIX. These 20 comparison targets span 10 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