Interact to see
Advertisement
Advertisement
PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$37.33
Change-$0.35 (-0.93%)
VolumeN/A
Net Assets68.69B
T. Rowe Price Balanced
Price$28.01
Change-$0.13 (-0.46%)
VolumeN/A
Net Assets4.81B
PRWCX vs RPBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PRWCX vs. RPBAX commentary
Aug 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 Hold and RPBAX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 68.7B vs. RPBAX (4.81B). 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 : 5.72 vs. PRWCX (3.99). PRWCX return over 5 years is better than : 23.32 vs. RPBAX (21.35).
| 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 | 8.839 | 8.247 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.7B | 4.81B | 1,429% |
| Annual Yield % from dividends | 1.99 | 2.00 | 99% |
| Returns for 1 year | 3.99 | 5.72 | 70% |
| Returns for 3 years | 16.94 | 23.98 | 71% |
| Returns for 5 years | 23.32 | 21.35 | 109% |
| Returns for 10 years | 56.71 | 41.30 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement