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DODBX vs PRWCX
DODBX vs PRWCX Comparison
Open Charts DODBX vs PRWCX
Dodge & Cox Balanced I
Price$108.62
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets14.64B
T. Rowe Price Capital Appreciation
Price$37.78
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.33B
DODBX vs PRWCX Comparison Chart in %
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DODBX vs. PRWCX commentary
Jul 27, 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 DODBX is a Buy and PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 69.3B vs. DODBX (14.6B). DODBX pays higher dividends than PRWCX: DODBX (2.43) vs PRWCX (2.03). DODBX was incepted earlier than PRWCX: DODBX (94 years) vs PRWCX (39 years). PRWCX (0.74) is less costly to investors than DODBX (0.52). PRWCX is a more actively managed with annual turnover of: 85.00 vs. DODBX (22.00). DODBX (2500) and PRWCX (2500) have matching initial minimum investment requirements. DODBX annual gain was more profitable for investors over the last year : 6.15 vs. PRWCX (5.56). DODBX return over 5 years is better than : 28.35 vs. PRWCX (23.64).
| DODBX | PRWCX | DODBX / PRWCX | |
| Total Expense Ratio | 0.52 | 0.71 | 73% |
| Annual Report Gross Expense Ratio | 0.52 | 0.74 | 70% |
| Fund Existence | 94 years | 39 years | - |
| Gain YTD | 8.381 | 8.752 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 69.3B | 21% |
| Annual Yield % from dividends | 2.43 | 2.03 | 120% |
| Returns for 1 year | 6.15 | 5.56 | 110% |
| Returns for 3 years | 17.81 | 21.11 | 84% |
| Returns for 5 years | 28.35 | 23.64 | 120% |
| Returns for 10 years | 22.74 | 58.30 | 39% |
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