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DODBX vs PRWCX
DODBX vs PRWCX Comparison
Open Charts DODBX vs PRWCX
Dodge & Cox Balanced I
Price$111.63
Change+$0.59 (+0.53%)
VolumeN/A
Net Assets14.97B
T. Rowe Price Capital Appreciation
Price$38.56
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets70.73B
DODBX vs PRWCX Comparison Chart in %
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DODBX vs. PRWCX commentary
Oct 06, 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: 70.7B vs. DODBX (15B). 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 : 5.65 vs. PRWCX (3.65). DODBX return over 5 years is better than : 32.03 vs. PRWCX (24.76).
| 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 | 12.101 | 11.381 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 70.7B | 21% |
| Annual Yield % from dividends | 2.40 | 1.96 | 123% |
| Returns for 1 year | 5.65 | 3.65 | 155% |
| Returns for 3 years | 26.86 | 26.46 | 102% |
| Returns for 5 years | 32.03 | 24.76 | 129% |
| Returns for 10 years | 33.57 | 66.11 | 51% |
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