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PACLX vs RBAIX
PACLX vs RBAIX Comparison
Open Charts PACLX vs RBAIX
T. Rowe Price Capital Appreciation Adv
Price$35.41
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets66B
T. Rowe Price Balanced I
Price$27.59
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets4.73B
PACLX vs RBAIX Comparison Chart
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PACLX vs. RBAIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 66B vs. RBAIX (4.73B). RBAIX pays higher dividends than PACLX: RBAIX (2.15) vs PACLX (1.87). PACLX was incepted earlier than RBAIX: PACLX (20 years) vs RBAIX (9 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 : 3.84 vs. PACLX (1.51). RBAIX return over 5 years is better than : 21.34 vs. PACLX (16.95).
| PACLX | RBAIX | PACLX / RBAIX | |
| Total Expense Ratio | 0.97 | 0.47 | 206% |
| Annual Report Gross Expense Ratio | 1.00 | 0.52 | 192% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 3.467 | 5.237 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66B | 4.73B | 1,397% |
| Annual Yield % from dividends | 1.87 | 2.15 | 87% |
| Returns for 1 year | 1.51 | 3.84 | 39% |
| Returns for 3 years | 10.80 | 18.75 | 58% |
| Returns for 5 years | 16.95 | 21.34 | 79% |
| Returns for 10 years | 48.01 | N/A | - |
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