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DODBX vs PRWCX
DODBX vs PRWCX Comparison
Open Charts DODBX vs PRWCX
Dodge & Cox Balanced I
Price$111.83
Change+$0.24 (+0.22%)
VolumeN/A
Net Assets14.93B
T. Rowe Price Capital Appreciation
Price$38.97
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets71.85B
DODBX vs PRWCX Comparison Chart in %
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DODBX vs. PRWCX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 71.9B vs. DODBX (14.9B). DODBX pays higher dividends than PRWCX: DODBX (2.40) vs PRWCX (1.96). 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 : 5.40 vs. PRWCX (4.37). DODBX return over 5 years is better than : 28.68 vs. PRWCX (21.31).
| 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 | 12.302 | 12.565 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 71.9B | 21% |
| Annual Yield % from dividends | 2.40 | 1.96 | 123% |
| Returns for 1 year | 5.40 | 4.37 | 124% |
| Returns for 3 years | 26.52 | 28.28 | 94% |
| Returns for 5 years | 28.68 | 21.31 | 135% |
| Returns for 10 years | 30.90 | 63.01 | 49% |
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