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PACLX vs RBAIX
PACLX vs RBAIX Comparison
Open Charts PACLX vs RBAIX
T. Rowe Price Capital Appreciation Adv
Price$34.03
Change-$4.12 (-10.80%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced I
Price$26.23
Change-$2.09 (-7.38%)
VolumeN/A
CapitalizationN/A
PACLX vs RBAIX Comparison Chart
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PACLX vs. RBAIX commentary
Dec 19, 2024
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: 66.1B vs. RBAIX (4.76B). 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 (13.55) and PACLX (13.32) have marching annual gain over last year. PACLX return over 5 years is better than : 29.42 vs. RBAIX (23.64).
| 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 | 14.256 | 14.208 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 4.76B | 1,390% |
| Annual Yield % from dividends | 1.77 | 2.07 | 86% |
| Returns for 1 year | 13.32 | 13.55 | 98% |
| Returns for 3 years | 9.68 | 8.66 | 112% |
| Returns for 5 years | 29.42 | 23.64 | 124% |
| Returns for 10 years | 62.56 | N/A | - |