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DBORX vs PRWCX
DBORX vs PRWCX Comparison
Open Charts DBORX vs PRWCX
BNY Mellon Balanced Opportunity I
Price$22.91
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets270.43M
T. Rowe Price Capital Appreciation
Price$34.86
Change+$0.17 (+0.49%)
VolumeN/A
Net Assets64.13B
DBORX vs PRWCX Comparison Chart
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DBORX vs. PRWCX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 64.1B vs. DBORX (270M). PRWCX pays higher dividends than DBORX: PRWCX (2.15) vs DBORX (1.50). DBORX was incepted earlier than PRWCX: DBORX (21 years) vs PRWCX (39 years). DBORX (1.05) is less costly to investors than PRWCX (0.73). 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). PRWCX annual gain was more profitable for investors over the last year : 0.12 vs. DBORX (-0.40). PRWCX return over 5 years is better than : 42.62 vs. DBORX (26.67).
| DBORX | PRWCX | DBORX / PRWCX | |
| Total Expense Ratio | 0.90 | 0.71 | 127% |
| Annual Report Gross Expense Ratio | 1.05 | 0.73 | 144% |
| Fund Existence | 21 years | 39 years | - |
| Gain YTD | -2.145 | 0.202 | -1,061% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 64.1B | 0% |
| Annual Yield % from dividends | 1.50 | 2.15 | 69% |
| Returns for 1 year | -0.40 | 0.12 | -324% |
| Returns for 3 years | -2.20 | 2.08 | -105% |
| Returns for 5 years | 26.67 | 42.62 | 63% |
| Returns for 10 years | 12.69 | 48.33 | 26% |
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