Interact to see
Advertisement
Advertisement
PACLX vs RBAIX
PACLX vs RBAIX Comparison
Open Charts PACLX vs RBAIX
T. Rowe Price Capital Appreciation Adv
Price$36.08
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets67.53B
T. Rowe Price Balanced I
Price$27.92
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets4.76B
PACLX vs RBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PACLX vs. RBAIX commentary
Jun 29, 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 Buy and RBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 67.5B vs. RBAIX (4.76B). RBAIX pays higher dividends than PACLX: RBAIX (2.15) vs PACLX (1.87). PACLX was incepted earlier than RBAIX: PACLX (21 years) vs RBAIX (10 years). PACLX (1.00) is less costly to investors than RBAIX (0.52). PACLX is a more actively managed with annual turnover of: 85.00 vs. RBAIX (39.20). 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 : 5.24 vs. PACLX (2.54). RBAIX return over 5 years is better than : 27.79 vs. PACLX (26.24).
| PACLX | RBAIX | PACLX / RBAIX | |
| Total Expense Ratio | 0.97 | 0.47 | 206% |
| Annual Report Gross Expense Ratio | 1.00 | 0.52 | 192% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 5.758 | 7.134 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.5B | 4.76B | 1,418% |
| Annual Yield % from dividends | 1.87 | 2.15 | 87% |
| Returns for 1 year | 2.54 | 5.24 | 48% |
| Returns for 3 years | 20.50 | 28.64 | 72% |
| Returns for 5 years | 26.24 | 27.79 | 94% |
| Returns for 10 years | 51.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement