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DODBX vs PRWCX
DODBX vs PRWCX Comparison
Open Charts DODBX vs PRWCX
Dodge & Cox Balanced I
Price$101.08
Change+$3.83 (+3.94%)
VolumeN/A
Net Assets14.4B
T. Rowe Price Capital Appreciation
Price$34.26
Change+$1.77 (+5.45%)
VolumeN/A
Net Assets59.83B
DODBX vs PRWCX Comparison Chart
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DODBX vs. PRWCX commentary
Apr 11, 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 Hold and PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 59.8B vs. DODBX (14.4B). DODBX pays higher dividends than PRWCX: DODBX (2.50) vs PRWCX (2.15). DODBX was incepted earlier than PRWCX: DODBX (94 years) vs PRWCX (39 years). PRWCX (0.73) is less costly to investors than DODBX (0.52). PRWCX is a more actively managed with annual turnover of: 85.00 vs. DODBX (34.00). DODBX (2500) and PRWCX (2500) have matching initial minimum investment requirements. DODBX annual gain was more profitable for investors over the last year : -3.68 vs. PRWCX (-6.78). DODBX return over 5 years is better than : 25.06 vs. PRWCX (20.91).
| DODBX | PRWCX | DODBX / PRWCX | |
| Total Expense Ratio | 0.52 | 0.71 | 73% |
| Annual Report Gross Expense Ratio | 0.52 | 0.73 | 71% |
| Fund Existence | 94 years | 39 years | - |
| Gain YTD | -3.793 | -6.153 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 59.8B | 24% |
| Annual Yield % from dividends | 2.50 | 2.15 | 116% |
| Returns for 1 year | -3.68 | -6.78 | 54% |
| Returns for 3 years | -3.36 | -3.48 | 97% |
| Returns for 5 years | 25.06 | 20.91 | 120% |
| Returns for 10 years | 8.65 | 38.01 | 23% |
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