PARWX vs. ACIIX
Compare and contrast key facts about Parnassus Endeavor Fund (PARWX) and American Century Equity Income Fund Class I (ACIIX).
PARWX is managed by Parnassus. It was launched on Apr 29, 2005. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
PARWX vs. ACIIX - Performance Comparison
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PARWX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PARWX Parnassus Endeavor Fund | -4.03% | 19.07% | 12.03% | 13.67% | -13.71% | 31.09% | 27.42% | 33.28% | -13.58% | 19.85% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, PARWX achieves a -4.03% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, PARWX has outperformed ACIIX with an annualized return of 13.27%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
PARWX
- 1D
- -0.71%
- 1M
- -8.31%
- YTD
- -4.03%
- 6M
- 1.17%
- 1Y
- 16.58%
- 3Y*
- 12.78%
- 5Y*
- 7.09%
- 10Y*
- 13.27%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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PARWX vs. ACIIX - Expense Ratio Comparison
PARWX has a 0.88% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
PARWX vs. ACIIX — Risk / Return Rank
PARWX
ACIIX
PARWX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Parnassus Endeavor Fund (PARWX) and American Century Equity Income Fund Class I (ACIIX). 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.
| PARWX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.93 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.35 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.11 | +0.08 |
Martin ratioReturn relative to average drawdown | 5.30 | 4.37 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PARWX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.93 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.53 | +0.04 |
Correlation
The correlation between PARWX and ACIIX is 0.83, 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.
Dividends
PARWX vs. ACIIX - Dividend Comparison
PARWX's dividend yield for the trailing twelve months is around 12.65%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PARWX Parnassus Endeavor Fund | 12.65% | 12.14% | 8.25% | 1.76% | 2.97% | 16.75% | 0.70% | 0.79% | 12.34% | 6.32% | 3.27% | 10.26% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
PARWX vs. ACIIX - Drawdown Comparison
The maximum PARWX drawdown since its inception was -47.76%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for PARWX and ACIIX.
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Drawdown Indicators
| PARWX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.76% | -39.16% | -8.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -8.96% | -3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -32.27% | -13.49% | -18.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.21% | -32.76% | -4.45% |
Current DrawdownCurrent decline from peak | -8.92% | -5.73% | -3.19% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -5.26% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.30% | +0.52% |
Volatility
PARWX vs. ACIIX - Volatility Comparison
Parnassus Endeavor Fund (PARWX) has a higher volatility of 3.94% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that PARWX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PARWX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 2.76% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 6.05% | +2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.19% | 11.61% | +5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 10.74% | +7.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 13.37% | +7.67% |