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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$38.21
Change-$0.44 (-1.14%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced I
Price$27.88
Change-$0.21 (-0.75%)
VolumeN/A
CapitalizationN/A
PRWCX vs RBAIX Comparison Chart
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PRWCX vs. RBAIX commentary
Nov 18, 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 PRWCX is a StrongBuy and RBAIX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.1B vs. RBAIX (4.68B). RBAIX (2.07) and PRWCX (1.97) have matching dividends . PRWCX was incepted earlier than RBAIX: PRWCX (38 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 (17.16) and PRWCX (16.48) have marching annual gain over last year. PRWCX return over 5 years is better than : 26.96 vs. RBAIX (22.41).
| PRWCX | RBAIX | PRWCX / RBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 12.681 | 12.433 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1B | 4.68B | 1,390% |
| Annual Yield % from dividends | 1.97 | 2.07 | 95% |
| Returns for 1 year | 16.48 | 17.16 | 96% |
| Returns for 3 years | -0.54 | -3.20 | 17% |
| Returns for 5 years | 26.96 | 22.41 | 120% |
| Returns for 10 years | 52.99 | N/A | - |
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