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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$34.64
Change+$0.12 (+0.35%)
VolumeN/A
Net Assets65.29B
T. Rowe Price Balanced
Price$26.70
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets4.66B
PACLX vs RPBAX Comparison Chart
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PACLX vs. RPBAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.3B vs. RPBAX (4.66B). RPBAX pays higher dividends than PACLX: RPBAX (1.95) vs PACLX (1.77). PACLX was incepted earlier than RPBAX: PACLX (20 years) vs RPBAX (85 years). PACLX is a more actively managed with annual turnover of: 65.10 vs. RPBAX (40.90). PACLX (2500) and RPBAX (2500) have matching initial minimum investment requirements. RPBAX annual gain was more profitable for investors over the last year : 9.21 vs. PACLX (6.47). PACLX return over 5 years is better than : 16.08 vs. RPBAX (13.52).
| PACLX | RPBAX | PACLX / RPBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 85 years | - |
| Gain YTD | 1.763 | 1.598 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3B | 4.66B | 1,401% |
| Annual Yield % from dividends | 1.77 | 1.95 | 91% |
| Returns for 1 year | 6.47 | 9.21 | 70% |
| Returns for 3 years | 2.96 | 3.73 | 79% |
| Returns for 5 years | 16.08 | 13.52 | 119% |
| Returns for 10 years | 51.85 | 37.32 | 139% |
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