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PFPRX vs PMBPX
PFPRX vs PMBPX Comparison
Open Charts PFPRX vs PMBPX
Parnassus Mid Cap Growth Institutional
Price$49.69
Change+$1.10 (+2.26%)
VolumeN/A
Net Assets676.98M
PFPRX vs PMBPX Comparison Chart
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PFPRX vs. PMBPX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PFPRX is a Buy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. PFPRX (677M). PMBPX pays higher dividends than PFPRX: PMBPX (0.01) vs PFPRX (0.00). PFPRX was incepted earlier than PMBPX: PFPRX (10 years) vs PMBPX (24 years). PMBPX (0.84) is less costly to investors than PFPRX (0.71). PFPRX is a more actively managed with annual turnover of: 41.45 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PFPRX: PMBPX (0) vs PFPRX (100000). PMBPX annual gain was more profitable for investors over the last year : 5.76 vs. PFPRX (-14.23). PMBPX return over 5 years is better than : 65.80 vs. PFPRX (11.12).
| PFPRX | PMBPX | PFPRX / PMBPX | |
| Total Expense Ratio | 0.68 | 0.84 | 81% |
| Annual Report Gross Expense Ratio | 0.71 | 0.84 | 85% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -16.007 | -4.326 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 28.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -14.23 | 5.76 | -247% |
| Returns for 3 years | -1.04 | 21.34 | -5% |
| Returns for 5 years | 11.12 | 65.80 | 17% |
| Returns for 10 years | N/A | 78.76 | - |
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