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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$34.03
Change-$4.12 (-10.80%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced
Price$26.25
Change-$2.08 (-7.34%)
VolumeN/A
CapitalizationN/A
PACLX vs RPBAX Comparison Chart
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PACLX vs. RPBAX commentary
Dec 19, 2024
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: 66.1B vs. RPBAX (4.76B). 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 (13.35) and PACLX (13.32) have marching annual gain over last year. PACLX return over 5 years is better than : 29.42 vs. RPBAX (22.91).
| 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 | 14.256 | 14.039 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 4.76B | 1,390% |
| Annual Yield % from dividends | 1.77 | 1.95 | 91% |
| Returns for 1 year | 13.32 | 13.35 | 100% |
| Returns for 3 years | 9.68 | 8.18 | 118% |
| Returns for 5 years | 29.42 | 22.91 | 128% |
| Returns for 10 years | 62.56 | 43.94 | 142% |