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DBOAX vs PRWCX
DBOAX vs PRWCX Comparison
Open Charts DBOAX vs PRWCX
BNY Mellon Balanced Opportunity A
Price$23.05
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets267.38M
T. Rowe Price Capital Appreciation
Price$34.90
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets64.15B
DBOAX vs PRWCX Comparison Chart
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DBOAX vs. PRWCX commentary
May 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 DBOAX is a Buy and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 64.2B vs. DBOAX (267M). 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 (1.26) 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 : 0.08 vs. DBOAX (-0.59). PRWCX return over 5 years is better than : 24.33 vs. DBOAX (12.67).
| 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 | -1.873 | 0.809 | -232% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 64.2B | 0% |
| Annual Yield % from dividends | 1.23 | 2.15 | 57% |
| Returns for 1 year | -0.59 | 0.08 | -730% |
| Returns for 3 years | 11.08 | 13.22 | 84% |
| Returns for 5 years | 12.67 | 24.33 | 52% |
| Returns for 10 years | 12.21 | 48.85 | 25% |
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