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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$33.26
Change+$0.40 (+1.22%)
VolumeN/A
Net Assets61.52B
T. Rowe Price Balanced
Price$25.88
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets4.42B
PACLX vs RPBAX Comparison Chart
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PACLX vs. RPBAX commentary
Apr 25, 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: 61.5B vs. RPBAX (4.42B). RPBAX pays higher dividends than PACLX: RPBAX (2.08) vs PACLX (1.92). PACLX was incepted earlier than RPBAX: PACLX (20 years) vs RPBAX (85 years). PACLX (0.99) 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 : 0.78 vs. PACLX (-2.93). RPBAX return over 5 years is better than : 23.90 vs. PACLX (20.43).
| PACLX | RPBAX | PACLX / RPBAX | |
| Total Expense Ratio | 0.97 | 0.60 | 162% |
| Annual Report Gross Expense Ratio | 0.99 | 0.65 | 152% |
| Fund Existence | 20 years | 85 years | - |
| Gain YTD | -3.467 | -1.949 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5B | 4.42B | 1,390% |
| Annual Yield % from dividends | 1.92 | 2.08 | 92% |
| Returns for 1 year | -2.93 | 0.78 | -377% |
| Returns for 3 years | 2.06 | 8.53 | 24% |
| Returns for 5 years | 20.43 | 23.90 | 85% |
| Returns for 10 years | 37.47 | 25.86 | 145% |
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