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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$35.29
Change-$0.33 (-0.93%)
VolumeN/A
Net Assets65.45B
T. Rowe Price Balanced I
Price$27.13
Change-$0.22 (-0.80%)
VolumeN/A
Net Assets4.73B
PRWCX vs RBAIX Comparison Chart
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PRWCX vs. RBAIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.5B vs. RBAIX (4.73B). RBAIX (2.07) and PRWCX (1.97) have matching dividends . PRWCX was incepted earlier than RBAIX: PRWCX (39 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 : 6.89 vs. PRWCX (2.82). PRWCX return over 5 years is better than : 17.69 vs. RBAIX (16.07).
| PRWCX | RBAIX | PRWCX / RBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 1.935 | 3.313 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5B | 4.73B | 1,384% |
| Annual Yield % from dividends | 1.97 | 2.07 | 95% |
| Returns for 1 year | 2.82 | 6.89 | 41% |
| Returns for 3 years | 7.31 | 10.22 | 72% |
| Returns for 5 years | 17.69 | 16.07 | 110% |
| Returns for 10 years | 51.07 | N/A | - |
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