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DBORX vs PRWCX
DBORX vs PRWCX Comparison
Open Charts DBORX vs PRWCX
BNY Mellon Balanced Opportunity I
Price$23.26
Change-$0.52 (-2.19%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation
Price$34.62
Change-$4.22 (-10.87%)
VolumeN/A
CapitalizationN/A
DBORX vs PRWCX Comparison Chart
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DBORX vs. PRWCX commentary
Dec 19, 2024
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 DBORX is a StrongBuy and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66.1B vs. DBORX (276M). PRWCX pays higher dividends than DBORX: PRWCX (1.97) vs DBORX (1.41). DBORX was incepted earlier than PRWCX: DBORX (21 years) vs PRWCX (38 years). DBORX is a more actively managed with annual turnover of: 71.50 vs. PRWCX (65.10). DBORX has a lower initial minimum investment than PRWCX: DBORX (1000) vs PRWCX (2500). DBORX annual gain was more profitable for investors over the last year : 17.35 vs. PRWCX (13.65). PRWCX return over 5 years is better than : 31.53 vs. DBORX (12.24).
| DBORX | PRWCX | DBORX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 38 years | - |
| Gain YTD | 16.234 | 14.538 | 112% |
| Front Load | N/A | 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 | 1.41 | 1.97 | 72% |
| Returns for 1 year | 17.35 | 13.65 | 127% |
| Returns for 3 years | 5.54 | 10.70 | 52% |
| Returns for 5 years | 12.24 | 31.53 | 39% |
| Returns for 10 years | 16.89 | 67.73 | 25% |
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