PRILX vs. VFIAX
Compare and contrast key facts about Parnassus Core Equity Institutional Shares (PRILX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
PRILX is managed by Parnassus. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
PRILX vs. VFIAX - Performance Comparison
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PRILX vs. VFIAX - 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | -7.06% | 17.83% | 24.97% | 26.24% | -18.16% | 28.65% | 18.32% | 31.46% | -4.45% | 21.78% |
Returns By Period
In the year-to-date period, PRILX achieves a -8.59% return, which is significantly lower than VFIAX's -7.06% return. Over the past 10 years, PRILX has underperformed VFIAX with an annualized return of 12.21%, while VFIAX has yielded a comparatively higher 13.71% 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%
VFIAX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.06%
- 6M
- -4.61%
- 1Y
- 14.41%
- 3Y*
- 17.14%
- 5Y*
- 11.37%
- 10Y*
- 13.71%
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PRILX vs. VFIAX - Expense Ratio Comparison
PRILX has a 0.61% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Return for Risk
PRILX vs. VFIAX — Risk / Return Rank
PRILX
VFIAX
PRILX vs. VFIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Institutional Shares (PRILX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.84 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.30 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 1.06 | -0.80 |
Martin ratioReturn relative to average drawdown | 0.93 | 5.13 | -4.20 |
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
| PRILX | VFIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.84 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.76 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.43 | +0.19 |
Correlation
The correlation between PRILX and VFIAX is 0.95, 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. VFIAX - Dividend Comparison
PRILX's dividend yield for the trailing twelve months is around 20.85%, more than VFIAX's 1.22% 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.22% | 1.12% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% |
Drawdowns
PRILX vs. VFIAX - Drawdown Comparison
The maximum PRILX drawdown since its inception was -42.00%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PRILX and VFIAX.
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Drawdown Indicators
| PRILX | VFIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.00% | -55.20% | +13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.61% | -12.12% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -24.53% | -1.65% |
Max Drawdown (10Y)Largest decline over 10 years | -30.02% | -33.83% | +3.81% |
Current DrawdownCurrent decline from peak | -11.59% | -8.90% | -2.69% |
Average DrawdownAverage peak-to-trough decline | -4.68% | -9.46% | +4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.49% | +0.67% |
Volatility
PRILX vs. VFIAX - Volatility Comparison
Parnassus Core Equity Institutional Shares (PRILX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 4.08% and 4.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRILX | VFIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 4.24% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.56% | 9.08% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 18.13% | -1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 16.86% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 18.03% | -0.84% |