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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$37.94
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets71.08B
T. Rowe Price Balanced
Price$29.42
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.03B
PACLX vs RPBAX Comparison Chart in %
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PACLX vs. RPBAX commentary
Oct 08, 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 RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 71.1B vs. RPBAX (5.04B). RPBAX pays higher dividends than PACLX: RPBAX (1.94) vs PACLX (1.75). PACLX was incepted earlier than RPBAX: PACLX (21 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 : 7.69 vs. PACLX (4.02). RPBAX return over 5 years is better than : 23.36 vs. PACLX (20.47).
| PACLX | RPBAX | PACLX / RPBAX | |
| Total Expense Ratio | 0.97 | 0.60 | 162% |
| Annual Report Gross Expense Ratio | 1.00 | 0.65 | 154% |
| Fund Existence | 21 years | 86 years | - |
| Gain YTD | 11.604 | 14.011 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.1B | 5.04B | 1,412% |
| Annual Yield % from dividends | 1.75 | 1.94 | 90% |
| Returns for 1 year | 4.02 | 7.69 | 52% |
| Returns for 3 years | 29.47 | 44.24 | 67% |
| Returns for 5 years | 20.47 | 23.36 | 88% |
| Returns for 10 years | 59.23 | 54.13 | 109% |
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