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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$34.68
Change-$0.32 (-0.91%)
VolumeN/A
Net Assets65.45B
T. Rowe Price Balanced
Price$27.14
Change-$0.23 (-0.84%)
VolumeN/A
Net Assets4.73B
PACLX vs RPBAX Comparison Chart
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PACLX vs. RPBAX commentary
Feb 23, 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 Hold and RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.5B vs. RPBAX (4.73B). 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 : 6.70 vs. PACLX (2.42). PACLX (15.66) and RPBAX (15.34) have equivalent 5 years return.
| 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 | 1.880 | 3.272 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5B | 4.73B | 1,384% |
| Annual Yield % from dividends | 1.77 | 1.95 | 91% |
| Returns for 1 year | 2.42 | 6.70 | 36% |
| Returns for 3 years | 6.20 | 9.73 | 64% |
| Returns for 5 years | 15.66 | 15.34 | 102% |
| Returns for 10 years | 46.23 | 34.29 | 135% |
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