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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$38.21
Change-$0.44 (-1.14%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced
Price$27.90
Change-$0.21 (-0.75%)
VolumeN/A
CapitalizationN/A
PRWCX vs RPBAX Comparison Chart
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PRWCX vs. RPBAX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.1B vs. RPBAX (4.68B). PRWCX (1.97) and RPBAX (1.95) have matching dividends . PRWCX was incepted earlier than RPBAX: PRWCX (38 years) vs RPBAX (85 years). PRWCX is a more actively managed with annual turnover of: 65.10 vs. RPBAX (40.90). PRWCX (2500) and RPBAX (2500) have matching initial minimum investment requirements. RPBAX (17.04) and PRWCX (16.48) have marching annual gain over last year. PRWCX return over 5 years is better than : 26.96 vs. RPBAX (21.72).
| PRWCX | RPBAX | PRWCX / RPBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 85 years | - |
| Gain YTD | 12.681 | 12.308 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1B | 4.68B | 1,390% |
| Annual Yield % from dividends | 1.97 | 1.95 | 101% |
| Returns for 1 year | 16.48 | 17.04 | 97% |
| Returns for 3 years | -0.54 | -3.59 | 15% |
| Returns for 5 years | 26.96 | 21.72 | 124% |
| Returns for 10 years | 52.99 | 34.61 | 153% |
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