Interact to see
Advertisement
Advertisement
PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$35.40
Change-$0.27 (-0.76%)
VolumeN/A
Net Assets66.37B
T. Rowe Price Balanced
Price$27.58
Change-$0.25 (-0.90%)
VolumeN/A
Net Assets4.73B
PACLX vs RPBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PACLX vs. RPBAX commentary
Jun 15, 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 RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 66.4B vs. RPBAX (4.73B). RPBAX pays higher dividends than PACLX: RPBAX (2.01) vs PACLX (1.87). PACLX was incepted earlier than RPBAX: PACLX (20 years) vs RPBAX (86 years). PACLX (1.00) is less costly to investors than RPBAX (0.65). PACLX is a more actively managed with annual turnover of: 85.00 vs. RPBAX (39.20). PACLX (2500) and RPBAX (2500) have matching initial minimum investment requirements. RPBAX annual gain was more profitable for investors over the last year : 3.81 vs. PACLX (1.54). RPBAX return over 5 years is better than : 24.38 vs. PACLX (22.24).
| PACLX | RPBAX | PACLX / RPBAX | |
| Total Expense Ratio | 0.97 | 0.60 | 162% |
| Annual Report Gross Expense Ratio | 1.00 | 0.65 | 154% |
| Fund Existence | 20 years | 86 years | - |
| Gain YTD | 3.995 | 5.388 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4B | 4.73B | 1,404% |
| Annual Yield % from dividends | 1.87 | 2.01 | 93% |
| Returns for 1 year | 1.54 | 3.81 | 41% |
| Returns for 3 years | 20.60 | 28.55 | 72% |
| Returns for 5 years | 22.24 | 24.38 | 91% |
| Returns for 10 years | 48.16 | 37.11 | 130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers