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.
Performance
PRILX vs. WBCIX - Performance Comparison
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PRILX vs. WBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PRILX Parnassus Core Equity Institutional Shares | -8.59% | 11.91% | 18.81% | 25.25% | -18.47% | 27.86% | 21.50% | 9.54% |
WBCIX William Blair Small-Mid Cap Core Fund | -4.33% | 1.29% | 12.04% | 13.26% | -17.11% | 26.63% | 20.60% | 10.29% |
Returns By Period
In the year-to-date period, PRILX achieves a -8.59% return, which is significantly lower than WBCIX's -4.33% 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%
WBCIX
- 1D
- -0.50%
- 1M
- -8.36%
- YTD
- -4.33%
- 6M
- -3.89%
- 1Y
- 5.12%
- 3Y*
- 6.02%
- 5Y*
- 2.74%
- 10Y*
- —
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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.
Return for Risk
PRILX vs. WBCIX — Risk / Return Rank
PRILX
WBCIX
PRILX vs. WBCIX - Risk-Adjusted Trends 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.
| PRILX | WBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.25 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.57 | 0.50 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.20 | +0.05 |
Martin ratioReturn relative to average drawdown | 0.93 | 0.72 | +0.21 |
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 | WBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.25 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.13 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.36 | +0.26 |
Correlation
The correlation between PRILX and WBCIX is 0.80, 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. WBCIX - Dividend Comparison
PRILX's dividend yield for the trailing twelve months is around 20.85%, more than WBCIX's 3.12% 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% |
WBCIX William Blair Small-Mid Cap Core Fund | 3.12% | 2.98% | 1.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.06% | 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.
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Drawdown Indicators
| PRILX | WBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.00% | -39.56% | -2.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.61% | -13.32% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -27.65% | +1.47% |
Max Drawdown (10Y)Largest decline over 10 years | -30.02% | — | — |
Current DrawdownCurrent decline from peak | -11.59% | -10.72% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -4.68% | -9.33% | +4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 3.71% | -0.55% |
Volatility
PRILX vs. WBCIX - Volatility Comparison
The current volatility for Parnassus Core Equity Institutional Shares (PRILX) is 4.08%, while William Blair Small-Mid Cap Core Fund (WBCIX) has a volatility of 6.19%. 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.
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Volatility by Period
| PRILX | WBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 6.19% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.56% | 12.17% | -3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 21.09% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 20.63% | -4.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 23.93% | -6.74% |