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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$38.40
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets70.75B
T. Rowe Price Balanced I
Price$29.15
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets4.95B
PRWCX vs RBAIX Comparison Chart in %
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PRWCX vs. RBAIX commentary
Nov 20, 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: 70.7B vs. RBAIX (4.95B). RBAIX pays higher dividends than PRWCX: RBAIX (2.05) vs PRWCX (1.93). 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 : 6.12 vs. PRWCX (2.09). RBAIX return over 5 years is better than : 18.38 vs. PRWCX (16.36).
| 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 | 11.005 | 12.670 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.7B | 4.95B | 1,427% |
| Annual Yield % from dividends | 1.93 | 2.05 | 94% |
| Returns for 1 year | 2.09 | 6.12 | 34% |
| Returns for 3 years | 23.35 | 34.24 | 68% |
| Returns for 5 years | 16.36 | 18.38 | 89% |
| Returns for 10 years | 58.80 | N/A | - |
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