BTEFX vs. PRBLX
Compare and contrast key facts about Boston Trust Equity Fund (BTEFX) and Parnassus Core Equity Fund (PRBLX).
BTEFX is managed by Boston Trust Walden Funds. It was launched on Oct 1, 2003. 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: BTEFX or PRBLX.
Correlation
The correlation between BTEFX and PRBLX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BTEFX vs. PRBLX - Performance Comparison
Key characteristics
BTEFX:
1.05
PRBLX:
0.55
BTEFX:
1.46
PRBLX:
0.75
BTEFX:
1.19
PRBLX:
1.12
BTEFX:
1.71
PRBLX:
0.59
BTEFX:
4.80
PRBLX:
1.63
BTEFX:
2.36%
PRBLX:
4.99%
BTEFX:
10.76%
PRBLX:
14.95%
BTEFX:
-48.73%
PRBLX:
-45.76%
BTEFX:
-3.77%
PRBLX:
-9.92%
Returns By Period
In the year-to-date period, BTEFX achieves a 2.01% return, which is significantly lower than PRBLX's 2.92% return. Over the past 10 years, BTEFX has outperformed PRBLX with an annualized return of 8.85%, while PRBLX has yielded a comparatively lower 5.07% annualized return.
BTEFX
2.01%
-1.31%
3.23%
9.45%
9.22%
8.85%
PRBLX
2.92%
-1.32%
-3.45%
5.88%
5.25%
5.07%
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BTEFX vs. PRBLX - Expense Ratio Comparison
BTEFX has a 0.85% expense ratio, which is higher than PRBLX's 0.82% expense ratio.
Risk-Adjusted Performance
BTEFX vs. PRBLX — Risk-Adjusted Performance Rank
BTEFX
PRBLX
BTEFX vs. PRBLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Equity Fund (BTEFX) 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
BTEFX vs. PRBLX - Dividend Comparison
BTEFX's dividend yield for the trailing twelve months is around 0.72%, more than PRBLX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTEFX Boston Trust Equity Fund | 0.72% | 0.74% | 0.64% | 0.69% | 0.48% | 0.83% | 0.81% | 0.99% | 0.98% | 0.99% | 1.27% | 0.90% |
PRBLX Parnassus Core Equity Fund | 0.37% | 0.38% | 0.57% | 0.49% | 0.83% | 0.57% | 0.73% | 1.14% | 1.30% | 1.02% | 2.17% | 1.46% |
Drawdowns
BTEFX vs. PRBLX - Drawdown Comparison
The maximum BTEFX drawdown since its inception was -48.73%, which is greater than PRBLX's maximum drawdown of -45.76%. Use the drawdown chart below to compare losses from any high point for BTEFX and PRBLX. For additional features, visit the drawdowns tool.
Volatility
BTEFX vs. PRBLX - Volatility Comparison
The current volatility for Boston Trust Equity Fund (BTEFX) is 2.52%, while Parnassus Core Equity Fund (PRBLX) has a volatility of 3.02%. This indicates that BTEFX 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.