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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$34.77
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets65.07B
T. Rowe Price Balanced
Price$27.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets4.66B
PACLX vs RPBAX Comparison Chart
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PACLX vs. RPBAX commentary
May 24, 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: 65.1B vs. RPBAX (4.66B). RPBAX pays higher dividends than PACLX: RPBAX (2.07) vs PACLX (1.92). PACLX was incepted earlier than RPBAX: PACLX (20 years) vs RPBAX (85 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 : 2.99 vs. PACLX (-0.12). RPBAX return over 5 years is better than : 26.57 vs. PACLX (22.63).
| 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 | 85 years | - |
| Gain YTD | 2.086 | 3.592 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1B | 4.66B | 1,397% |
| Annual Yield % from dividends | 1.92 | 2.07 | 93% |
| Returns for 1 year | -0.12 | 2.99 | -4% |
| Returns for 3 years | 13.21 | 19.36 | 68% |
| Returns for 5 years | 22.63 | 26.57 | 85% |
| Returns for 10 years | 44.36 | 33.03 | 134% |
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