PRILX vs. TRLGX
Compare and contrast key facts about Parnassus Core Equity Institutional Shares (PRILX) and T. Rowe Price Large-Cap Growth Fund (TRLGX).
PRILX is managed by Parnassus. TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001.
Performance
PRILX vs. TRLGX - Performance Comparison
Loading graphics...
PRILX vs. TRLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRILX Parnassus Core Equity Institutional Shares | -8.59% | 11.91% | 18.81% | 25.25% | -18.47% | 27.86% | 21.50% | 30.95% | -0.06% | 16.87% |
TRLGX T. Rowe Price Large-Cap Growth Fund | -11.46% | 17.51% | 37.57% | 46.22% | -35.26% | 23.24% | 39.57% | 28.51% | 4.35% | 37.77% |
Returns By Period
In the year-to-date period, PRILX achieves a -8.59% return, which is significantly higher than TRLGX's -11.46% return. Over the past 10 years, PRILX has underperformed TRLGX with an annualized return of 12.21%, while TRLGX has yielded a comparatively higher 16.72% annualized return.
PRILX
- 1D
- 0.02%
- 1M
- -8.57%
- YTD
- -8.59%
- 6M
- -7.05%
- 1Y
- 4.82%
- 3Y*
- 12.26%
- 5Y*
- 8.16%
- 10Y*
- 12.21%
TRLGX
- 1D
- 3.95%
- 1M
- -5.81%
- YTD
- -11.46%
- 6M
- -10.30%
- 1Y
- 12.15%
- 3Y*
- 22.38%
- 5Y*
- 9.59%
- 10Y*
- 16.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRILX vs. TRLGX - Expense Ratio Comparison
PRILX has a 0.61% expense ratio, which is higher than TRLGX's 0.55% expense ratio.
Return for Risk
PRILX vs. TRLGX — Risk / Return Rank
PRILX
TRLGX
PRILX vs. TRLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Institutional Shares (PRILX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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.
| PRILX | TRLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.59 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.02 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.14 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.55 | -0.29 |
Martin ratioReturn relative to average drawdown | 0.93 | 1.83 | -0.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PRILX | TRLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.59 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.43 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.77 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.55 | +0.07 |
Correlation
The correlation between PRILX and TRLGX is 0.88, 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
PRILX vs. TRLGX - Dividend Comparison
PRILX's dividend yield for the trailing twelve months is around 20.85%, more than TRLGX's 15.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRILX Parnassus Core Equity Institutional Shares | 20.85% | 19.16% | 10.17% | 6.18% | 10.34% | 7.94% | 6.04% | 8.23% | 9.89% | 7.37% | 3.99% | 9.84% |
TRLGX T. Rowe Price Large-Cap Growth Fund | 15.46% | 13.69% | 9.80% | 2.04% | 3.88% | 2.56% | 0.42% | 4.09% | 7.93% | 9.27% | 1.64% | 4.71% |
Drawdowns
PRILX vs. TRLGX - Drawdown Comparison
The maximum PRILX drawdown since its inception was -42.00%, smaller than the maximum TRLGX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for PRILX and TRLGX.
Loading graphics...
Drawdown Indicators
| PRILX | TRLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.00% | -55.56% | +13.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.61% | -18.18% | +6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -40.44% | +14.26% |
Max Drawdown (10Y)Largest decline over 10 years | -30.02% | -40.44% | +10.42% |
Current DrawdownCurrent decline from peak | -11.59% | -14.94% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -4.68% | -8.71% | +4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 5.43% | -2.27% |
Volatility
PRILX vs. TRLGX - Volatility Comparison
The current volatility for Parnassus Core Equity Institutional Shares (PRILX) is 4.08%, while T. Rowe Price Large-Cap Growth Fund (TRLGX) has a volatility of 7.19%. This indicates that PRILX experiences smaller price fluctuations and is considered to be less risky than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PRILX | TRLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 7.19% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.56% | 12.51% | -3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 22.17% | -5.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 22.41% | -6.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 21.73% | -4.54% |