Interact to see
Advertisement
Advertisement
PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$36.98
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
T. Rowe Price Balanced
Price$28.17
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets4.83B
PRWCX vs RPBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PRWCX vs. RPBAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 68.1B vs. RPBAX (4.83B). PRWCX (2.03) and RPBAX (2.01) have matching dividends . PRWCX was incepted earlier than RPBAX: PRWCX (39 years) vs RPBAX (86 years). PRWCX (0.74) 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 : 5.67 vs. PRWCX (3.69). PRWCX (25.82) and RPBAX (25.44) have equivalent 5 years return.
| PRWCX | RPBAX | PRWCX / RPBAX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 0.74 | 0.65 | 114% |
| Fund Existence | 39 years | 86 years | - |
| Gain YTD | 6.817 | 8.362 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.1B | 4.83B | 1,409% |
| Annual Yield % from dividends | 2.03 | 2.01 | 101% |
| Returns for 1 year | 3.69 | 5.67 | 65% |
| Returns for 3 years | 22.53 | 29.46 | 76% |
| Returns for 5 years | 25.82 | 25.44 | 101% |
| Returns for 10 years | 57.14 | 43.28 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement