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PRCHX vs VWINX
PRCHX vs VWINX Comparison
Open Charts PRCHX vs VWINX
T. Rowe Price Cap Apprec And Inc I
Price$27.44
Change-$0.24 (-0.87%)
VolumeN/A
Net Assets280.41M
Vanguard Wellesley® Income I
Price$24.99
Change-$0.26 (-1.03%)
VolumeN/A
Net Assets48.05B
PRCHX vs VWINX Comparison Chart
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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48B vs. PRCHX (280M). VWINX pays higher dividends than PRCHX: VWINX (3.69) vs PRCHX (3.26). PRCHX was incepted earlier than VWINX: PRCHX (1 year) vs VWINX (55 years). PRCHX (0.73) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. PRCHX (36.50). VWINX has a lower initial minimum investment than PRCHX: VWINX (3000) vs PRCHX (500000). PRCHX annual gain was more profitable for investors over the last year : 7.70 vs. VWINX (2.09).
| PRCHX | VWINX | PRCHX / VWINX | |
| Total Expense Ratio | 0.49 | 0.23 | 213% |
| Annual Report Gross Expense Ratio | 0.73 | 0.23 | 317% |
| Fund Existence | 1 year | 55 years | - |
| Gain YTD | 2.996 | 2.591 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 48B | 1% |
| Annual Yield % from dividends | 3.26 | 3.69 | 89% |
| Returns for 1 year | 7.70 | 2.09 | 368% |
| Returns for 3 years | N/A | 2.36 | - |
| Returns for 5 years | N/A | 4.80 | - |
| Returns for 10 years | N/A | 18.56 | - |
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