WSEFX vs. PRBLX
Compare and contrast key facts about Boston Trust Walden Equity Fund (WSEFX) and Parnassus Core Equity Fund (PRBLX).
WSEFX is managed by Boston Trust Walden Funds. It was launched on Jun 18, 1999. PRBLX is managed by Parnassus. It was launched on Aug 31, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSEFX or PRBLX.
Correlation
The correlation between WSEFX and PRBLX is 0.92, 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
WSEFX vs. PRBLX - Performance Comparison
Key characteristics
WSEFX:
0.60
PRBLX:
1.79
WSEFX:
0.82
PRBLX:
2.42
WSEFX:
1.12
PRBLX:
1.33
WSEFX:
0.85
PRBLX:
1.22
WSEFX:
3.31
PRBLX:
11.51
WSEFX:
2.13%
PRBLX:
1.93%
WSEFX:
11.80%
PRBLX:
12.38%
WSEFX:
-49.83%
PRBLX:
-45.76%
WSEFX:
-7.24%
PRBLX:
-3.46%
Returns By Period
In the year-to-date period, WSEFX achieves a 5.66% return, which is significantly lower than PRBLX's 19.68% return. Over the past 10 years, WSEFX has outperformed PRBLX with an annualized return of 10.22%, while PRBLX has yielded a comparatively lower 5.81% annualized return.
WSEFX
5.66%
-5.31%
-0.80%
5.91%
9.11%
10.22%
PRBLX
19.68%
-0.22%
6.70%
20.74%
7.58%
5.81%
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WSEFX vs. PRBLX - Expense Ratio Comparison
WSEFX has a 1.00% expense ratio, which is higher than PRBLX's 0.82% expense ratio.
Risk-Adjusted Performance
WSEFX vs. PRBLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden Equity Fund (WSEFX) 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.
Dividends
WSEFX vs. PRBLX - Dividend Comparison
WSEFX has not paid dividends to shareholders, while PRBLX's dividend yield for the trailing twelve months is around 9.78%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSEFX Boston Trust Walden Equity Fund | 0.00% | 0.69% | 0.70% | 0.34% | 0.75% | 0.77% | 0.90% | 0.92% | 0.94% | 1.36% | 0.94% | 0.86% |
PRBLX Parnassus Core Equity Fund | 9.78% | 0.57% | 0.49% | 0.83% | 0.57% | 0.73% | 1.14% | 1.30% | 1.02% | 2.17% | 1.46% | 1.32% |
Drawdowns
WSEFX vs. PRBLX - Drawdown Comparison
The maximum WSEFX drawdown since its inception was -49.83%, which is greater than PRBLX's maximum drawdown of -45.76%. Use the drawdown chart below to compare losses from any high point for WSEFX and PRBLX. For additional features, visit the drawdowns tool.
Volatility
WSEFX vs. PRBLX - Volatility Comparison
Boston Trust Walden Equity Fund (WSEFX) has a higher volatility of 6.20% compared to Parnassus Core Equity Fund (PRBLX) at 4.07%. This indicates that WSEFX'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.