VMCIX vs PARMX

Both PARMX and VMCIX are mutual funds. PARMX has a lower 5-year return than VMCIX (10.51% vs 13.01%). PARMX has a higher expense ratio than VMCIX (0.98% vs 0.04%). Below is the comparison between PARMX and VMCIX.

PARMX VMCIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Blend U.S. Equity: Mid-Cap Blend
Family Parnassus Vanguard
Net Assets $3.16B $27.31B
Expense Ratio 0.98% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.03% 1.12%
Minimum Investment $3,000.00 $5,000,000.00
YTD Return -10.35% -9.94%
1-Year Return -6.62% -8.75%
3-Year Return 13.23% 17.02%
5-Year Return 10.51% 13.01%
10-Year Return 11.97% 13.31%

PARMX description

The Fund seeks long-term growth of capital. The Fund invests primarily in the stock of companies with market capitalizations between $3 billion and $20 billion at the time of initial purchase.

PARMX performance & returns

YTD Return -10.35%
1-Month Return -7.72%
3-Month Return -6.62%
1-Year Return -6.62%
3-Year Return 13.23%
5-Year Return 10.51%
10-Year Return 11.97%
PARMX expense ratio is 0.98%.

PARMX holdings

Top 10 Holdings (32.93% of Total Assets)

Name Symbol % Assets
Republic Services Inc Class A RSG 4.15%
FedEx Corp FDX 3.94%
Hologic Inc HOLX 3.83%
Xylem Inc XYL 3.48%
Nuance Communications Inc NUAN 3.39%
Cerner Corp CERN 3.30%
Verisk Analytics Inc VRSK 2.84%
Jack Henry & Associates Inc JKHY 2.70%
Teleflex Inc TFX 2.67%
Synopsys Inc SNPS 2.63%

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VMCIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.

VMCIX performance & returns

YTD Return -9.94%
1-Month Return -7.69%
3-Month Return -8.75%
1-Year Return -8.75%
3-Year Return 17.02%
5-Year Return 13.01%
10-Year Return 13.31%
VMCIX expense ratio is 0.04%.

VMCIX holdings

Top 10 Holdings (7.57% of Total Assets)

Name Symbol % Assets
Digital Realty Trust Inc DLR 0.82%
DexCom Inc DXCM 0.82%
Lululemon Athletica Inc LULU 0.81%
Veeva Systems Inc Class A VEEV 0.78%
DocuSign Inc DOCU 0.78%
SBA Communications Corp SBAC 0.74%
Chipotle Mexican Grill Inc Class A CMG 0.72%
Twilio Inc A TWLO 0.71%
Centene Corp CNC 0.70%
Twitter Inc TWTR 0.69%

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