AIIEX vs. PRBLX
Compare and contrast key facts about Invesco EQV International Equity Fund (AIIEX) and Parnassus Core Equity Fund (PRBLX).
AIIEX is managed by Invesco. It was launched on Apr 6, 1992. PRBLX is managed by Parnassus. It was launched on Aug 31, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIIEX or PRBLX.
Correlation
The correlation between AIIEX and PRBLX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AIIEX vs. PRBLX - Performance Comparison
Key characteristics
AIIEX:
-0.08
PRBLX:
-0.00
AIIEX:
0.02
PRBLX:
0.13
AIIEX:
1.00
PRBLX:
1.02
AIIEX:
-0.03
PRBLX:
-0.00
AIIEX:
-0.18
PRBLX:
-0.01
AIIEX:
7.24%
PRBLX:
7.95%
AIIEX:
17.48%
PRBLX:
19.65%
AIIEX:
-58.30%
PRBLX:
-45.76%
AIIEX:
-37.96%
PRBLX:
-16.01%
Returns By Period
In the year-to-date period, AIIEX achieves a 2.91% return, which is significantly higher than PRBLX's -4.03% return. Over the past 10 years, AIIEX has underperformed PRBLX with an annualized return of -3.38%, while PRBLX has yielded a comparatively higher 4.46% annualized return.
AIIEX
2.91%
-1.66%
-5.58%
-2.43%
-2.38%
-3.38%
PRBLX
-4.03%
-4.32%
-12.09%
-1.21%
6.82%
4.46%
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AIIEX vs. PRBLX - Expense Ratio Comparison
AIIEX has a 1.35% expense ratio, which is higher than PRBLX's 0.82% expense ratio.
Risk-Adjusted Performance
AIIEX vs. PRBLX — Risk-Adjusted Performance Rank
AIIEX
PRBLX
AIIEX vs. PRBLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQV International Equity Fund (AIIEX) and Parnassus Core Equity Fund (PRBLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AIIEX vs. PRBLX - Dividend Comparison
AIIEX's dividend yield for the trailing twelve months is around 2.74%, more than PRBLX's 0.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIIEX Invesco EQV International Equity Fund | 2.74% | 2.82% | 0.63% | 0.00% | 2.01% | 0.92% | 2.01% | 1.03% | 1.65% | 1.23% | 1.24% | 1.43% |
PRBLX Parnassus Core Equity Fund | 0.33% | 0.38% | 0.57% | 0.49% | 0.83% | 0.57% | 0.73% | 1.14% | 1.30% | 1.02% | 2.17% | 1.46% |
Drawdowns
AIIEX vs. PRBLX - Drawdown Comparison
The maximum AIIEX drawdown since its inception was -58.30%, which is greater than PRBLX's maximum drawdown of -45.76%. Use the drawdown chart below to compare losses from any high point for AIIEX and PRBLX. For additional features, visit the drawdowns tool.
Volatility
AIIEX vs. PRBLX - Volatility Comparison
The current volatility for Invesco EQV International Equity Fund (AIIEX) is 10.43%, while Parnassus Core Equity Fund (PRBLX) has a volatility of 12.75%. This indicates that AIIEX experiences smaller price fluctuations and is considered to be less risky than PRBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.