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PACLX vs RBAIX
PACLX vs RBAIX Comparison
Open Charts PACLX vs RBAIX
T. Rowe Price Capital Appreciation Adv
Price$33.50
Change-$0.75 (-2.19%)
VolumeN/A
Net Assets64.45B
T. Rowe Price Balanced I
Price$25.93
Change-$0.67 (-2.52%)
VolumeN/A
Net Assets4.61B
PACLX vs RBAIX Comparison Chart
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PACLX vs. RBAIX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 64.5B vs. RBAIX (4.61B). RBAIX pays higher dividends than PACLX: RBAIX (2.22) vs PACLX (1.92). PACLX was incepted earlier than RBAIX: PACLX (20 years) vs RBAIX (9 years). PACLX (0.99) 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 : 2.76 vs. PACLX (0.11). RBAIX (41.68) and PACLX (40.87) have equivalent 5 years return.
| PACLX | RBAIX | PACLX / RBAIX | |
| Total Expense Ratio | 0.97 | 0.47 | 206% |
| Annual Report Gross Expense Ratio | 0.99 | 0.52 | 190% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 0.617 | 1.756 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.5B | 4.61B | 1,399% |
| Annual Yield % from dividends | 1.92 | 2.22 | 87% |
| Returns for 1 year | 0.11 | 2.76 | 4% |
| Returns for 3 years | 1.20 | 6.49 | 19% |
| Returns for 5 years | 40.87 | 41.68 | 98% |
| Returns for 10 years | 43.66 | N/A | - |
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