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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$37.21
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets69.67B
T. Rowe Price Balanced
Price$28.92
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets4.9B
PACLX vs RPBAX Comparison Chart in %
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PACLX vs. RPBAX commentary
Aug 29, 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: 69.7B vs. RPBAX (4.9B). RPBAX pays higher dividends than PACLX: RPBAX (2.00) vs PACLX (1.78). 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 : 5.44 vs. PACLX (3.25). RPBAX (19.24) and PACLX (18.99) have equivalent 5 years return.
| 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 | 9.283 | 10.940 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7B | 4.9B | 1,422% |
| Annual Yield % from dividends | 1.78 | 2.00 | 89% |
| Returns for 1 year | 3.25 | 5.44 | 60% |
| Returns for 3 years | 18.66 | 29.53 | 63% |
| Returns for 5 years | 18.99 | 19.24 | 99% |
| Returns for 10 years | 58.45 | 51.38 | 114% |
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