PRILX vs. VSMPX
Compare and contrast key facts about Parnassus Core Equity Institutional Shares (PRILX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
PRILX is managed by Parnassus. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRILX or VSMPX.
Correlation
The correlation between PRILX and VSMPX is 0.94, 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. VSMPX - Performance Comparison
Key characteristics
PRILX:
0.68
VSMPX:
1.92
PRILX:
0.91
VSMPX:
2.56
PRILX:
1.15
VSMPX:
1.35
PRILX:
0.70
VSMPX:
2.96
PRILX:
2.35
VSMPX:
11.74
PRILX:
4.39%
VSMPX:
2.16%
PRILX:
15.10%
VSMPX:
13.25%
PRILX:
-42.00%
VSMPX:
-34.97%
PRILX:
-8.74%
VSMPX:
-0.81%
Returns By Period
In the year-to-date period, PRILX achieves a 4.23% return, which is significantly higher than VSMPX's 3.45% return.
PRILX
4.23%
2.77%
0.43%
9.84%
6.21%
5.89%
VSMPX
3.45%
1.96%
12.30%
24.34%
14.27%
N/A
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. VSMPX - Expense Ratio Comparison
PRILX has a 0.61% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Risk-Adjusted Performance
PRILX vs. VSMPX — Risk-Adjusted Performance Rank
PRILX
VSMPX
PRILX vs. VSMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Institutional Shares (PRILX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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. VSMPX - Dividend Comparison
PRILX's dividend yield for the trailing twelve months is around 0.56%, less than VSMPX's 1.23% 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.23% | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% |
Drawdowns
PRILX vs. VSMPX - Drawdown Comparison
The maximum PRILX drawdown since its inception was -42.00%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for PRILX and VSMPX. For additional features, visit the drawdowns tool.
Volatility
PRILX vs. VSMPX - Volatility Comparison
The current volatility for Parnassus Core Equity Institutional Shares (PRILX) is 3.80%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 4.21%. This indicates that PRILX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.