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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$33.50
Change-$0.75 (-2.19%)
VolumeN/A
Net Assets64.45B
T. Rowe Price Balanced
Price$25.95
Change-$0.67 (-2.52%)
VolumeN/A
Net Assets4.61B
PACLX vs RPBAX Comparison Chart
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PACLX vs. RPBAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 64.5B vs. RPBAX (4.61B). 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 : 2.61 vs. PACLX (0.11). PACLX (40.87) and RPBAX (40.80) have equivalent 5 years return.
| 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 | 0.617 | 1.720 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.5B | 4.61B | 1,399% |
| Annual Yield % from dividends | 1.92 | 2.08 | 92% |
| Returns for 1 year | 0.11 | 2.61 | 4% |
| Returns for 3 years | 1.20 | 6.02 | 20% |
| Returns for 5 years | 40.87 | 40.80 | 100% |
| Returns for 10 years | 43.66 | 32.67 | 134% |
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