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DBORX vs PRWCX
DBORX vs PRWCX Comparison
Open Charts DBORX vs PRWCX
BNY Mellon Balanced Opportunity I
Price$24.89
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets284.15M
T. Rowe Price Capital Appreciation
Price$37.57
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets69.13B
DBORX vs PRWCX Comparison Chart in %
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DBORX vs. PRWCX commentary
Aug 08, 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 DBORX is a StrongBuy and PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 69.1B vs. DBORX (284M). PRWCX pays higher dividends than DBORX: PRWCX (1.99) vs DBORX (1.38). DBORX was incepted earlier than PRWCX: DBORX (22 years) vs PRWCX (39 years). DBORX (1.01) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. DBORX (46.25). 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 : 9.05 vs. PRWCX (6.69). PRWCX return over 5 years is better than : 21.20 vs. DBORX (11.67).
| DBORX | PRWCX | DBORX / PRWCX | |
| Total Expense Ratio | 0.90 | 0.71 | 127% |
| Annual Report Gross Expense Ratio | 1.01 | 0.74 | 136% |
| Fund Existence | 22 years | 39 years | - |
| Gain YTD | 6.821 | 8.463 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 69.1B | 0% |
| Annual Yield % from dividends | 1.38 | 1.99 | 69% |
| Returns for 1 year | 9.05 | 6.69 | 135% |
| Returns for 3 years | 16.99 | 15.18 | 112% |
| Returns for 5 years | 11.67 | 21.20 | 55% |
| Returns for 10 years | 22.39 | 55.61 | 40% |
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