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DBORX vs PRWCX
DBORX vs PRWCX Comparison
Open Charts DBORX vs PRWCX
BNY Mellon Balanced Opportunity I
Price$24.59
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets281.95M
T. Rowe Price Capital Appreciation
Price$36.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.78B
DBORX vs PRWCX Comparison Chart in %
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DBORX vs. PRWCX commentary
Jul 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 DBORX is a Buy and PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 67.8B vs. DBORX (282M). PRWCX pays higher dividends than DBORX: PRWCX (2.03) vs DBORX (1.39). DBORX was incepted earlier than PRWCX: DBORX (21 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 : 4.35 vs. PRWCX (3.52). PRWCX return over 5 years is better than : 25.24 vs. DBORX (15.80).
| DBORX | PRWCX | DBORX / PRWCX | |
| Total Expense Ratio | 0.90 | 0.71 | 127% |
| Annual Report Gross Expense Ratio | 1.01 | 0.74 | 136% |
| Fund Existence | 21 years | 39 years | - |
| Gain YTD | 5.234 | 6.326 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 67.8B | 0% |
| Annual Yield % from dividends | 1.39 | 2.03 | 68% |
| Returns for 1 year | 4.35 | 3.52 | 124% |
| Returns for 3 years | 22.08 | 21.97 | 101% |
| Returns for 5 years | 15.80 | 25.24 | 63% |
| Returns for 10 years | 21.76 | 56.07 | 39% |
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