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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$37.96
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets69.83B
T. Rowe Price Balanced I
Price$29.22
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets4.98B
PRWCX vs RBAIX Comparison Chart in %
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PRWCX vs. RBAIX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 69.8B vs. RBAIX (4.98B). RBAIX pays higher dividends than PRWCX: RBAIX (2.09) vs PRWCX (1.98). 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 : 6.59 vs. PRWCX (2.71). RBAIX return over 5 years is better than : 25.03 vs. PRWCX (23.29).
| 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 | 9.705 | 12.797 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.8B | 4.98B | 1,401% |
| Annual Yield % from dividends | 1.98 | 2.09 | 95% |
| Returns for 1 year | 2.71 | 6.59 | 41% |
| Returns for 3 years | 23.07 | 36.14 | 64% |
| Returns for 5 years | 23.29 | 25.03 | 93% |
| Returns for 10 years | 64.10 | N/A | - |
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