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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$34.86
Change+$0.17 (+0.49%)
VolumeN/A
Net Assets64.13B
T. Rowe Price Balanced
Price$26.62
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets4.6B
PRWCX vs RPBAX Comparison Chart
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PRWCX vs. RPBAX commentary
Apr 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 Buy and RPBAX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 64.1B vs. RPBAX (4.6B). PRWCX (2.15) and RPBAX (2.08) have matching dividends . PRWCX was incepted earlier than RPBAX: PRWCX (39 years) vs RPBAX (85 years). PRWCX (0.73) is less costly to investors than RPBAX (0.65). PRWCX is a more actively managed with annual turnover of: 85.00 vs. RPBAX (39.20). PRWCX (2500) and RPBAX (2500) have matching initial minimum investment requirements. RPBAX annual gain was more profitable for investors over the last year : 2.54 vs. PRWCX (0.12). PRWCX return over 5 years is better than : 42.62 vs. RPBAX (40.33).
| PRWCX | RPBAX | PRWCX / RPBAX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 0.73 | 0.65 | 112% |
| Fund Existence | 39 years | 85 years | - |
| Gain YTD | 0.202 | 1.376 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.1B | 4.6B | 1,394% |
| Annual Yield % from dividends | 2.15 | 2.08 | 104% |
| Returns for 1 year | 0.12 | 2.54 | 5% |
| Returns for 3 years | 2.08 | 6.18 | 34% |
| Returns for 5 years | 42.62 | 40.33 | 106% |
| Returns for 10 years | 48.33 | 32.90 | 147% |
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