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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$36.30
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets68.1B
T. Rowe Price Balanced
Price$28.17
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets4.83B
PACLX vs RPBAX Comparison Chart in %
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PACLX vs. RPBAX commentary
Jul 06, 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: 68.1B vs. RPBAX (4.83B). RPBAX pays higher dividends than PACLX: RPBAX (2.01) vs PACLX (1.82). 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 : 5.67 vs. PACLX (3.28). RPBAX return over 5 years is better than : 25.44 vs. PACLX (23.67).
| 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 | 6.639 | 8.362 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.1B | 4.83B | 1,409% |
| Annual Yield % from dividends | 1.82 | 2.01 | 90% |
| Returns for 1 year | 3.28 | 5.67 | 58% |
| Returns for 3 years | 21.23 | 29.46 | 72% |
| Returns for 5 years | 23.67 | 25.44 | 93% |
| Returns for 10 years | 52.09 | 43.28 | 120% |
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