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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$36.71
Change-$0.35 (-0.94%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced I
Price$27.38
Change-$0.31 (-1.12%)
VolumeN/A
CapitalizationN/A
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PRWCX vs RBAIX Comparison Chart
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PRWCX vs. RBAIX commentary
Sep 08, 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 Buy and RBAIX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 62.5B vs. RBAIX (4.67B). 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 annual gain was more profitable for investors over the last year : 16.63 vs. PRWCX (13.45). PRWCX (25.56) and RBAIX (24.41) have equivalent 5 years return.
| 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 | 9.289 | 11.141 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.5B | 4.67B | 1,338% |
| Annual Yield % from dividends | 1.97 | 2.07 | 95% |
| Returns for 1 year | 13.45 | 16.63 | 81% |
| Returns for 3 years | -1.17 | -3.37 | 35% |
| Returns for 5 years | 25.56 | 24.41 | 105% |
| Returns for 10 years | 52.59 | N/A | - |
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