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PACLX vs RBAIX
PACLX vs RBAIX Comparison
Open Charts PACLX vs RBAIX
T. Rowe Price Capital Appreciation Adv
Price$34.68
Change-$0.32 (-0.91%)
VolumeN/A
Net Assets65.45B
T. Rowe Price Balanced I
Price$27.13
Change-$0.22 (-0.80%)
VolumeN/A
Net Assets4.73B
PACLX vs RBAIX Comparison Chart
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PACLX vs. RBAIX commentary
Feb 23, 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 Hold and RBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.5B vs. RBAIX (4.73B). 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 : 6.89 vs. PACLX (2.42). RBAIX (16.07) and PACLX (15.66) have equivalent 5 years return.
| 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 | 1.880 | 3.313 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5B | 4.73B | 1,384% |
| Annual Yield % from dividends | 1.77 | 2.07 | 86% |
| Returns for 1 year | 2.42 | 6.89 | 35% |
| Returns for 3 years | 6.20 | 10.22 | 61% |
| Returns for 5 years | 15.66 | 16.07 | 97% |
| Returns for 10 years | 46.23 | N/A | - |
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