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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$35.41
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets65.07B
T. Rowe Price Balanced
Price$27.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets4.66B
PRWCX vs RPBAX Comparison Chart
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PRWCX vs. RPBAX commentary
May 24, 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 StrongBuy and RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.1B vs. RPBAX (4.66B). PRWCX (2.15) and RPBAX (2.07) have matching dividends . PRWCX was incepted earlier than RPBAX: PRWCX (39 years) vs RPBAX (85 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 : 2.99 vs. PRWCX (0.27). RPBAX return over 5 years is better than : 26.57 vs. PRWCX (24.79).
| 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 | 85 years | - |
| Gain YTD | 2.224 | 3.592 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1B | 4.66B | 1,397% |
| Annual Yield % from dividends | 2.15 | 2.07 | 104% |
| Returns for 1 year | 0.27 | 2.99 | 9% |
| Returns for 3 years | 14.43 | 19.36 | 75% |
| Returns for 5 years | 24.79 | 26.57 | 93% |
| Returns for 10 years | 49.12 | 33.03 | 149% |
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