Ad is loading...
DBOAX vs PRWCX
DBOAX vs PRWCX Comparison
Open Charts DBOAX vs PRWCX
BNY Mellon Balanced Opportunity A
Price$23.08
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets270.43M
T. Rowe Price Capital Appreciation
Price$34.86
Change+$0.17 (+0.49%)
VolumeN/A
Net Assets64.13B
DBOAX vs PRWCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBOAX vs. PRWCX commentary
Apr 03, 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 Hold and PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 64.1B vs. DBOAX (270M). PRWCX pays higher dividends than DBOAX: PRWCX (2.15) vs DBOAX (1.23). DBOAX was incepted earlier than PRWCX: DBOAX (21 years) vs PRWCX (39 years). DBOAX (1.29) is less costly to investors than PRWCX (0.73). 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 : 0.12 vs. DBOAX (-0.50). PRWCX return over 5 years is better than : 42.62 vs. DBOAX (25.88).
| DBOAX | PRWCX | DBOAX / PRWCX | |
| Total Expense Ratio | 1.15 | 0.71 | 162% |
| Annual Report Gross Expense Ratio | 1.29 | 0.73 | 177% |
| Fund Existence | 21 years | 39 years | - |
| Gain YTD | -2.214 | 0.202 | -1,095% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 64.1B | 0% |
| Annual Yield % from dividends | 1.23 | 2.15 | 57% |
| Returns for 1 year | -0.50 | 0.12 | -405% |
| Returns for 3 years | -2.36 | 2.08 | -113% |
| Returns for 5 years | 25.88 | 42.62 | 61% |
| Returns for 10 years | 11.82 | 48.33 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...