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DODBX vs PRWCX
DODBX vs PRWCX Comparison
Open Charts DODBX vs PRWCX
Dodge & Cox Balanced I
Price$103.82
Change+$0.43 (+0.42%)
VolumeN/A
Net Assets14.27B
T. Rowe Price Capital Appreciation
Price$35.25
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets65.29B
DODBX vs PRWCX Comparison Chart
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DODBX vs. PRWCX commentary
Jan 19, 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: 65.3B vs. DODBX (14.3B). DODBX pays higher dividends than PRWCX: DODBX (2.63) vs PRWCX (1.97). DODBX was incepted earlier than PRWCX: DODBX (94 years) vs PRWCX (39 years). PRWCX is a more actively managed with annual turnover of: 65.10 vs. DODBX (34.00). DODBX (2500) and PRWCX (2500) have matching initial minimum investment requirements. PRWCX annual gain was more profitable for investors over the last year : 6.91 vs. DODBX (6.50). PRWCX return over 5 years is better than : 18.14 vs. DODBX (8.79).
| DODBX | PRWCX | DODBX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 94 years | 39 years | - |
| Gain YTD | 2.085 | 1.820 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 65.3B | 22% |
| Annual Yield % from dividends | 2.63 | 1.97 | 134% |
| Returns for 1 year | 6.50 | 6.91 | 94% |
| Returns for 3 years | -1.30 | 4.08 | -32% |
| Returns for 5 years | 8.79 | 18.14 | 48% |
| Returns for 10 years | 18.18 | 56.94 | 32% |
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