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DBOAX vs PRWCX
DBOAX vs PRWCX Comparison
Open Charts DBOAX vs PRWCX
BNY Mellon Balanced Opportunity A
Price$23.90
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets275.51M
T. Rowe Price Capital Appreciation
Price$35.86
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets66.09B
DBOAX vs PRWCX Comparison Chart
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DBOAX vs. PRWCX commentary
Jun 07, 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 DBOAX is a Buy and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66.1B vs. DBOAX (276M). PRWCX pays higher dividends than DBOAX: PRWCX (2.09) vs DBOAX (1.19). DBOAX was incepted earlier than PRWCX: DBOAX (21 years) vs PRWCX (39 years). DBOAX (1.26) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. DBOAX (46.25). DBOAX has a lower initial minimum investment than PRWCX: DBOAX (1000) vs PRWCX (2500). PRWCX annual gain was more profitable for investors over the last year : 2.09 vs. DBOAX (1.60). PRWCX return over 5 years is better than : 19.16 vs. DBOAX (9.09).
| DBOAX | PRWCX | DBOAX / PRWCX | |
| Total Expense Ratio | 1.15 | 0.71 | 162% |
| Annual Report Gross Expense Ratio | 1.26 | 0.74 | 170% |
| Fund Existence | 21 years | 39 years | - |
| Gain YTD | 1.831 | 3.755 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 66.1B | 0% |
| Annual Yield % from dividends | 1.19 | 2.09 | 57% |
| Returns for 1 year | 1.60 | 2.09 | 77% |
| Returns for 3 years | 11.35 | 12.86 | 88% |
| Returns for 5 years | 9.09 | 19.16 | 47% |
| Returns for 10 years | 16.67 | 53.14 | 31% |
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