IGAAX vs. PRBLX

In the year-to-date period, IGAAX achieves a 16.94% return, which is significantly higher than PRBLX's 2.70% return. Over the past 10 years, IGAAX has underperformed PRBLX with an annualized return of 5.50%, while PRBLX has yielded a comparatively higher 12.29% annualized return.

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IGAAX has a 0.91% expense ratio, which is higher than PRBLX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) 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.

The current IGAAX Sharpe Ratio is 0.87, which is comparable to the PRBLX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of IGAAX and PRBLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IGAAX's dividend yield for the trailing twelve months is around 2.79%, less than PRBLX's 9.68% yield.

The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum PRBLX drawdown of -42.20%. Use the drawdown chart below to compare losses from any high point for IGAAX and PRBLX.

The current volatility for American Funds International Growth and Income Fund Class A (IGAAX) is 2.73%, while Parnassus Core Equity Fund (PRBLX) has a volatility of 4.13%. This indicates that IGAAX 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.