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DBORX vs PRWCX
DBORX vs PRWCX Comparison
Open Charts DBORX vs PRWCX
BNY Mellon Balanced Opportunity I
Price$23.76
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets289.19M
T. Rowe Price Capital Appreciation
Price$35.25
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets65.05B
DBORX vs PRWCX Comparison Chart
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DBORX vs. PRWCX commentary
Jan 19, 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 Hold and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.1B vs. DBORX (289M). PRWCX pays higher dividends than DBORX: PRWCX (1.97) vs DBORX (1.41). DBORX was incepted earlier than PRWCX: DBORX (21 years) vs PRWCX (39 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 : 9.68 vs. PRWCX (6.91). PRWCX return over 5 years is better than : 18.14 vs. DBORX (4.07).
| DBORX | PRWCX | DBORX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 39 years | - |
| Gain YTD | 1.931 | 1.820 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 65.1B | 0% |
| Annual Yield % from dividends | 1.41 | 1.97 | 72% |
| Returns for 1 year | 9.68 | 6.91 | 140% |
| Returns for 3 years | 1.08 | 4.08 | 26% |
| Returns for 5 years | 4.07 | 18.14 | 22% |
| Returns for 10 years | 21.52 | 56.94 | 38% |
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