PRILX vs. WBCIX
Compare and contrast key facts about Parnassus Core Equity Institutional Shares (PRILX) and William Blair Small-Mid Cap Core Fund (WBCIX).
PRILX is managed by Parnassus. WBCIX is managed by William Blair. It was launched on Oct 1, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRILX or WBCIX.
Key characteristics
| PRILX | WBCIX | |
|---|---|---|
| YTD Return | 6.20% | 1.05% |
| 1Y Return | 23.62% | 13.86% |
| 3Y Return (Ann) | 7.41% | 0.89% |
| Sharpe Ratio | 2.00 | 0.80 |
| Daily Std Dev | 11.70% | 16.37% |
| Max Drawdown | -42.00% | -39.56% |
| Current Drawdown | -3.54% | -8.77% |
Correlation
The correlation between PRILX and WBCIX is 0.81, 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. WBCIX - Performance Comparison
In the year-to-date period, PRILX achieves a 6.20% return, which is significantly higher than WBCIX's 1.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRILX vs. WBCIX - Expense Ratio Comparison
PRILX has a 0.61% expense ratio, which is lower than WBCIX's 1.25% expense ratio.
Risk-Adjusted Performance
PRILX vs. WBCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Institutional Shares (PRILX) and William Blair Small-Mid Cap Core Fund (WBCIX). 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. WBCIX - Dividend Comparison
PRILX's dividend yield for the trailing twelve months is around 5.83%, more than WBCIX's 0.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRILX Parnassus Core Equity Institutional Shares | 5.83% | 6.18% | 10.34% | 7.94% | 6.04% | 8.23% | 9.89% | 7.37% | 3.99% | 9.84% | 3.30% | 6.58% |
WBCIX William Blair Small-Mid Cap Core Fund | 0.14% | 0.15% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRILX vs. WBCIX - Drawdown Comparison
The maximum PRILX drawdown since its inception was -42.00%, which is greater than WBCIX's maximum drawdown of -39.56%. Use the drawdown chart below to compare losses from any high point for PRILX and WBCIX. For additional features, visit the drawdowns tool.
Volatility
PRILX vs. WBCIX - Volatility Comparison
The current volatility for Parnassus Core Equity Institutional Shares (PRILX) is 4.07%, while William Blair Small-Mid Cap Core Fund (WBCIX) has a volatility of 4.53%. This indicates that PRILX experiences smaller price fluctuations and is considered to be less risky than WBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.