PRILX vs. DODGX
Compare and contrast key facts about Parnassus Core Equity Institutional Shares (PRILX) and Dodge & Cox Stock Fund Class I (DODGX).
PRILX is managed by Parnassus. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRILX or DODGX.
Correlation
The correlation between PRILX and DODGX is 0.85, 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
PRILX vs. DODGX - Performance Comparison
Key characteristics
PRILX:
0.63
DODGX:
0.92
PRILX:
0.85
DODGX:
1.21
PRILX:
1.14
DODGX:
1.19
PRILX:
0.65
DODGX:
1.05
PRILX:
2.15
DODGX:
3.55
PRILX:
4.43%
DODGX:
3.37%
PRILX:
15.12%
DODGX:
13.05%
PRILX:
-42.00%
DODGX:
-67.34%
PRILX:
-9.62%
DODGX:
-5.15%
Returns By Period
In the year-to-date period, PRILX achieves a 3.23% return, which is significantly lower than DODGX's 5.92% return. Over the past 10 years, PRILX has underperformed DODGX with an annualized return of 5.79%, while DODGX has yielded a comparatively higher 6.47% annualized return.
PRILX
3.23%
2.87%
-1.78%
8.42%
6.39%
5.79%
DODGX
5.92%
6.07%
2.22%
11.57%
9.51%
6.47%
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PRILX vs. DODGX - Expense Ratio Comparison
PRILX has a 0.61% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
PRILX vs. DODGX — Risk-Adjusted Performance Rank
PRILX
DODGX
PRILX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Institutional Shares (PRILX) and Dodge & Cox Stock Fund Class I (DODGX). 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
PRILX vs. DODGX - Dividend Comparison
PRILX's dividend yield for the trailing twelve months is around 0.56%, less than DODGX's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRILX Parnassus Core Equity Institutional Shares | 0.56% | 0.58% | 0.76% | 0.72% | 1.02% | 0.76% | 0.96% | 1.40% | 1.52% | 1.22% | 2.40% | 1.65% |
DODGX Dodge & Cox Stock Fund Class I | 1.40% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
PRILX vs. DODGX - Drawdown Comparison
The maximum PRILX drawdown since its inception was -42.00%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for PRILX and DODGX. For additional features, visit the drawdowns tool.
Volatility
PRILX vs. DODGX - Volatility Comparison
Parnassus Core Equity Institutional Shares (PRILX) has a higher volatility of 3.94% compared to Dodge & Cox Stock Fund Class I (DODGX) at 3.27%. This indicates that PRILX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.