VSMPX vs. PRBLX

In the year-to-date period, VSMPX achieves a -0.52% return, which is significantly lower than PRBLX's 1.51% return. Both investments have delivered pretty close results over the past 10 years, with VSMPX having a 12.03% annualized return and PRBLX not far ahead at 12.17%.

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VSMPX has a 0.02% expense ratio, which is lower than PRBLX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and Parnassus Core Equity Fund (PRBLX). 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.

The current VSMPX Sharpe Ratio is 0.65, which is comparable to the PRBLX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of VSMPX and PRBLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSMPX has not paid dividends to shareholders, while PRBLX's dividend yield for the trailing twelve months is around 0.31%.

The maximum VSMPX drawdown since its inception was -34.97%, smaller than the maximum PRBLX drawdown of -53.43%. Use the drawdown chart below to compare losses from any high point for VSMPX and PRBLX. For additional features, visit the drawdowns tool.

Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a higher volatility of 6.30% compared to Parnassus Core Equity Fund (PRBLX) at 5.86%. This indicates that VSMPX's price experiences larger fluctuations and is considered to be riskier than PRBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.