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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$35.25
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets65.29B
T. Rowe Price Balanced I
Price$26.68
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets4.66B
PRWCX vs RBAIX Comparison Chart
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PRWCX vs. RBAIX commentary
Jan 19, 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 PRWCX is a StrongBuy and RBAIX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.3B vs. RBAIX (4.66B). RBAIX (2.07) and PRWCX (1.97) have matching dividends . PRWCX was incepted earlier than RBAIX: PRWCX (39 years) vs RBAIX (9 years). PRWCX is a more actively managed with annual turnover of: 65.10 vs. RBAIX (40.90). PRWCX has a lower initial minimum investment than RBAIX: PRWCX (2500) vs RBAIX (500000). RBAIX annual gain was more profitable for investors over the last year : 9.37 vs. PRWCX (6.91). PRWCX return over 5 years is better than : 18.14 vs. RBAIX (14.15).
| PRWCX | RBAIX | PRWCX / RBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 1.820 | 1.599 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3B | 4.66B | 1,401% |
| Annual Yield % from dividends | 1.97 | 2.07 | 95% |
| Returns for 1 year | 6.91 | 9.37 | 74% |
| Returns for 3 years | 4.08 | 4.15 | 98% |
| Returns for 5 years | 18.14 | 14.15 | 128% |
| Returns for 10 years | 56.94 | N/A | - |
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