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 0.86, 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:
0.80
DODGX:
0.86
PRILX:
1.04
DODGX:
1.12
PRILX:
1.17
DODGX:
1.18
PRILX:
0.66
DODGX:
0.94
PRILX:
3.93
DODGX:
5.01
PRILX:
3.00%
DODGX:
2.18%
PRILX:
14.84%
DODGX:
12.76%
PRILX:
-42.00%
DODGX:
-63.25%
PRILX:
-10.43%
DODGX:
-9.54%
Returns By Period
In the year-to-date period, PRILX achieves a 11.24% return, which is significantly higher than DODGX's 10.44% return. Over the past 10 years, PRILX has underperformed DODGX with an annualized return of 5.19%, while DODGX has yielded a comparatively higher 10.16% annualized return.
PRILX
11.24%
-8.42%
-0.79%
11.81%
6.15%
5.19%
DODGX
10.44%
-8.66%
1.66%
10.91%
11.13%
10.16%
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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 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 0.39%, less than DODGX's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRILX Parnassus Core Equity Institutional Shares | 0.39% | 0.76% | 0.72% | 1.02% | 0.76% | 0.96% | 1.40% | 1.52% | 1.22% | 2.40% | 1.65% | 1.48% |
DODGX Dodge & Cox Stock Fund Class I | 1.18% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
PRILX vs. DODGX - Drawdown Comparison
The maximum PRILX drawdown since its inception was -42.00%, smaller than the maximum DODGX drawdown of -63.25%. 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 9.27% compared to Dodge & Cox Stock Fund Class I (DODGX) at 7.67%. 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.