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PACLX vs RBAIX
PACLX vs RBAIX Comparison
Open Charts PACLX vs RBAIX
T. Rowe Price Capital Appreciation Adv
Price$34.64
Change+$0.12 (+0.35%)
VolumeN/A
Net Assets65.29B
T. Rowe Price Balanced I
Price$26.68
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets4.66B
PACLX vs RBAIX Comparison Chart
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PACLX vs. RBAIX 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 PACLX is a StrongBuy and RBAIX is a Hold.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.3B vs. RBAIX (4.66B). RBAIX pays higher dividends than PACLX: RBAIX (2.07) vs PACLX (1.77). PACLX was incepted earlier than RBAIX: PACLX (20 years) vs RBAIX (9 years). PACLX is a more actively managed with annual turnover of: 65.10 vs. RBAIX (40.90). PACLX has a lower initial minimum investment than RBAIX: PACLX (2500) vs RBAIX (500000). RBAIX annual gain was more profitable for investors over the last year : 9.37 vs. PACLX (6.47). PACLX return over 5 years is better than : 16.08 vs. RBAIX (14.15).
| PACLX | RBAIX | PACLX / RBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 1.763 | 1.599 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3B | 4.66B | 1,401% |
| Annual Yield % from dividends | 1.77 | 2.07 | 86% |
| Returns for 1 year | 6.47 | 9.37 | 69% |
| Returns for 3 years | 2.96 | 4.15 | 71% |
| Returns for 5 years | 16.08 | 14.15 | 114% |
| Returns for 10 years | 51.85 | N/A | - |
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