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PRBLX vs VTSMX
PRBLX vs VTSMX Comparison
Open Charts PRBLX vs VTSMX
Parnassus Core Equity Investor
Price$56.61
Change+$4.43 (+8.49%)
VolumeN/A
Net Assets26B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
PRBLX vs VTSMX Comparison Chart
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PRBLX vs. VTSMX commentary
Apr 11, 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 PRBLX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PRBLX (26B). VTSMX pays higher dividends than PRBLX: VTSMX (1.25) vs PRBLX (0.29). PRBLX was incepted earlier than VTSMX: PRBLX (33 years) vs VTSMX (33 years). PRBLX (0.82) is less costly to investors than VTSMX (0.14). PRBLX is a more actively managed with annual turnover of: 34.20 vs. VTSMX (2.00). PRBLX has a lower initial minimum investment than VTSMX: PRBLX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : -5.43 vs. PRBLX (-12.45). VTSMX return over 5 years is better than : 75.41 vs. PRBLX (28.90).
| PRBLX | VTSMX | PRBLX / VTSMX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | -12.365 | -15.905 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 1.7T | 2% |
| Annual Yield % from dividends | 0.29 | 1.25 | 23% |
| Returns for 1 year | -12.45 | -5.43 | 229% |
| Returns for 3 years | -10.96 | 8.73 | -126% |
| Returns for 5 years | 28.90 | 75.41 | 38% |
| Returns for 10 years | 39.30 | 131.53 | 30% |
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