PRBLX vs. WSHFX
Compare and contrast key facts about Parnassus Core Equity Fund (PRBLX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX).
PRBLX is managed by Parnassus. It was launched on Aug 31, 1992. WSHFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
PRBLX vs. WSHFX - Performance Comparison
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PRBLX vs. WSHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRBLX Parnassus Core Equity Fund | -8.62% | 11.67% | 18.58% | 24.97% | -18.64% | 27.59% | 21.21% | 30.68% | -0.30% | 16.63% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -5.29% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
Returns By Period
In the year-to-date period, PRBLX achieves a -8.62% return, which is significantly lower than WSHFX's -5.29% return. Both investments have delivered pretty close results over the past 10 years, with PRBLX having a 11.97% annualized return and WSHFX not far behind at 11.74%.
PRBLX
- 1D
- 0.02%
- 1M
- -8.59%
- YTD
- -8.62%
- 6M
- -7.14%
- 1Y
- 4.60%
- 3Y*
- 12.03%
- 5Y*
- 7.94%
- 10Y*
- 11.97%
WSHFX
- 1D
- -0.03%
- 1M
- -7.90%
- YTD
- -5.29%
- 6M
- -3.17%
- 1Y
- 10.62%
- 3Y*
- 15.21%
- 5Y*
- 10.84%
- 10Y*
- 11.74%
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PRBLX vs. WSHFX - Expense Ratio Comparison
PRBLX has a 0.82% expense ratio, which is higher than WSHFX's 0.64% expense ratio.
Return for Risk
PRBLX vs. WSHFX — Risk / Return Rank
PRBLX
WSHFX
PRBLX vs. WSHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Fund (PRBLX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX). 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.
| PRBLX | WSHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.76 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.19 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 0.96 | -0.72 |
Martin ratioReturn relative to average drawdown | 0.86 | 4.33 | -3.46 |
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
| PRBLX | WSHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.76 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.77 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.72 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.48 | +0.21 |
Correlation
The correlation between PRBLX and WSHFX is 0.92, 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
PRBLX vs. WSHFX - Dividend Comparison
PRBLX's dividend yield for the trailing twelve months is around 20.83%, more than WSHFX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRBLX Parnassus Core Equity Fund | 20.83% | 19.08% | 10.00% | 6.01% | 10.13% | 7.77% | 5.87% | 8.02% | 9.64% | 7.16% | 3.80% | 9.62% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.67% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
Drawdowns
PRBLX vs. WSHFX - Drawdown Comparison
The maximum PRBLX drawdown since its inception was -42.20%, smaller than the maximum WSHFX drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for PRBLX and WSHFX.
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Drawdown Indicators
| PRBLX | WSHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.20% | -53.94% | +11.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -10.36% | -1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -26.31% | -18.69% | -7.62% |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | -34.67% | +4.58% |
Current DrawdownCurrent decline from peak | -11.61% | -8.38% | -3.23% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -7.38% | +3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 2.29% | +0.88% |
Volatility
PRBLX vs. WSHFX - Volatility Comparison
Parnassus Core Equity Fund (PRBLX) has a higher volatility of 4.09% compared to American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) at 3.58%. This indicates that PRBLX's price experiences larger fluctuations and is considered to be riskier than WSHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRBLX | WSHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 3.58% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.57% | 7.98% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 15.18% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.19% | 14.10% | +2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.22% | 16.32% | +0.90% |