PRBLX vs. AKREX

The year-to-date returns for both stocks are quite close, with PRBLX having a 19.95% return and AKREX slightly lower at 19.85%. Over the past 10 years, PRBLX has underperformed AKREX with an annualized return of 5.82%, while AKREX has yielded a comparatively higher 11.65% annualized return.

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PRBLX has a 0.82% expense ratio, which is lower than AKREX's 1.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Fund (PRBLX) and Akre Focus Fund Retail Class (AKREX). 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 PRBLX Sharpe Ratio is 2.14, which is comparable to the AKREX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of PRBLX and AKREX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRBLX's dividend yield for the trailing twelve months is around 0.37%, while AKREX has not paid dividends to shareholders.

The maximum PRBLX drawdown since its inception was -45.76%, which is greater than AKREX's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for PRBLX and AKREX. For additional features, visit the drawdowns tool.

Parnassus Core Equity Fund (PRBLX) has a higher volatility of 4.07% compared to Akre Focus Fund Retail Class (AKREX) at 3.61%. This indicates that PRBLX's price experiences larger fluctuations and is considered to be riskier than AKREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.