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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$33.86
Change+$0.41 (+1.23%)
VolumeN/A
Net Assets61.52B
T. Rowe Price Balanced I
Price$25.87
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets4.42B
PRWCX vs RBAIX Comparison Chart
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PRWCX vs. RBAIX commentary
Apr 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 61.5B vs. RBAIX (4.42B). 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 : 0.92 vs. PRWCX (-2.55). RBAIX return over 5 years is better than : 24.66 vs. PRWCX (22.53).
| 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 | -3.380 | -1.917 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5B | 4.42B | 1,390% |
| Annual Yield % from dividends | 2.15 | 2.22 | 97% |
| Returns for 1 year | -2.55 | 0.92 | -277% |
| Returns for 3 years | 3.11 | 8.97 | 35% |
| Returns for 5 years | 22.53 | 24.66 | 91% |
| Returns for 10 years | 42.03 | N/A | - |
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