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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$38.01
Change+$0.35 (+0.93%)
VolumeN/A
Net Assets69.37B
T. Rowe Price Balanced
Price$28.89
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets4.87B
PRWCX vs RPBAX Comparison Chart in %
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PRWCX vs. RPBAX commentary
Aug 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 Buy and RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 69.4B vs. RPBAX (4.87B). RPBAX (2.00) and PRWCX (1.99) 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 : 4.98 vs. PRWCX (3.10). PRWCX return over 5 years is better than : 22.25 vs. RPBAX (20.41).
| 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 | 8.781 | 9.786 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4B | 4.87B | 1,426% |
| Annual Yield % from dividends | 1.99 | 2.00 | 99% |
| Returns for 1 year | 3.10 | 4.98 | 62% |
| Returns for 3 years | 17.08 | 26.32 | 65% |
| Returns for 5 years | 22.25 | 20.41 | 109% |
| Returns for 10 years | 67.16 | 53.70 | 125% |
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