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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$34.86
Change+$0.17 (+0.49%)
VolumeN/A
Net Assets64.13B
T. Rowe Price Balanced I
Price$26.60
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets4.6B
PRWCX vs RBAIX Comparison Chart
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PRWCX vs. RBAIX commentary
Apr 03, 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 Buy and RBAIX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 64.1B vs. RBAIX (4.6B). RBAIX (2.22) and PRWCX (2.15) have matching dividends . PRWCX was incepted earlier than RBAIX: PRWCX (39 years) vs RBAIX (9 years). PRWCX (0.73) is less costly to investors than RBAIX (0.52). PRWCX is a more actively managed with annual turnover of: 85.00 vs. RBAIX (39.20). 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 : 2.68 vs. PRWCX (0.12). PRWCX (42.62) and RBAIX (41.20) have equivalent 5 years return.
| PRWCX | RBAIX | PRWCX / RBAIX | |
| Total Expense Ratio | 0.71 | 0.47 | 151% |
| Annual Report Gross Expense Ratio | 0.73 | 0.52 | 140% |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 0.202 | 1.412 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.1B | 4.6B | 1,394% |
| Annual Yield % from dividends | 2.15 | 2.22 | 97% |
| Returns for 1 year | 0.12 | 2.68 | 5% |
| Returns for 3 years | 2.08 | 6.61 | 32% |
| Returns for 5 years | 42.62 | 41.20 | 103% |
| Returns for 10 years | 48.33 | N/A | - |
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