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DODBX vs PRWCX
DODBX vs PRWCX Comparison
Open Charts DODBX vs PRWCX
Dodge & Cox Balanced I
Price$108.46
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
T. Rowe Price Capital Appreciation
Price$36.98
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
DODBX vs PRWCX Comparison Chart in %
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DODBX vs. PRWCX commentary
Jul 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: 68.1B vs. DODBX (14.5B). 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 : 7.66 vs. PRWCX (3.69). DODBX return over 5 years is better than : 30.96 vs. PRWCX (25.82).
| 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 | 8.221 | 6.817 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 68.1B | 21% |
| Annual Yield % from dividends | 2.43 | 2.03 | 120% |
| Returns for 1 year | 7.66 | 3.69 | 208% |
| Returns for 3 years | 19.00 | 22.53 | 84% |
| Returns for 5 years | 30.96 | 25.82 | 120% |
| Returns for 10 years | 23.23 | 57.14 | 41% |
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