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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$37.33
Change-$0.35 (-0.93%)
VolumeN/A
Net Assets68.69B
T. Rowe Price Balanced I
Price$27.99
Change-$0.13 (-0.46%)
VolumeN/A
Net Assets4.82B
PRWCX vs RBAIX Comparison Chart in %
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PRWCX vs. RBAIX commentary
Aug 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 Hold and RBAIX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 68.7B vs. RBAIX (4.82B). RBAIX pays higher dividends than PRWCX: RBAIX (2.14) vs PRWCX (1.99). PRWCX was incepted earlier than RBAIX: PRWCX (39 years) vs RBAIX (10 years). PRWCX (0.74) 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 : 5.87 vs. PRWCX (3.99). PRWCX return over 5 years is better than : 23.32 vs. RBAIX (22.12).
| PRWCX | RBAIX | PRWCX / RBAIX | |
| Total Expense Ratio | 0.71 | 0.47 | 151% |
| Annual Report Gross Expense Ratio | 0.74 | 0.52 | 142% |
| Fund Existence | 39 years | 10 years | - |
| Gain YTD | 8.839 | 8.329 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.7B | 4.82B | 1,425% |
| Annual Yield % from dividends | 1.99 | 2.14 | 93% |
| Returns for 1 year | 3.99 | 5.87 | 68% |
| Returns for 3 years | 16.94 | 24.48 | 69% |
| Returns for 5 years | 23.32 | 22.12 | 105% |
| Returns for 10 years | 56.71 | N/A | - |
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