Ad is loading...
DBORX vs PRWCX
DBORX vs PRWCX Comparison
Open Charts DBORX vs PRWCX
BNY Mellon Balanced Opportunity I
Price$23.71
Change-$0.30 (-1.25%)
VolumeN/A
Net Assets284.69M
T. Rowe Price Capital Appreciation
Price$35.29
Change-$0.33 (-0.93%)
VolumeN/A
Net Assets65.45B
DBORX vs PRWCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBORX vs. PRWCX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.5B vs. DBORX (285M). 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 : 5.77 vs. PRWCX (2.82). PRWCX return over 5 years is better than : 17.69 vs. DBORX (4.16).
| 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 | 1.716 | 1.935 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 65.5B | 0% |
| Annual Yield % from dividends | 1.41 | 1.97 | 72% |
| Returns for 1 year | 5.77 | 2.82 | 205% |
| Returns for 3 years | 4.58 | 7.31 | 63% |
| Returns for 5 years | 4.16 | 17.69 | 24% |
| Returns for 10 years | 15.95 | 51.07 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FZILX | 12.15 | -0.07 | -0.57% |
| Fidelity ZERO International Index | |||
| SVPSX | 83.35 | -1.79 | -2.10% |
| ProFunds Small Cap Value Svc | |||
| LVOVX | 20.20 | -0.50 | -2.42% |
| Lord Abbett Value Opportunities R6 | |||
| FSVLX | 19.77 | -0.63 | -3.09% |
| Fidelity Select Fintech Port | |||
| WFSTX | 11.80 | -0.38 | -3.12% |
| Allspring Innovation Fund - Class A | |||