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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$37.96
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets69.83B
T. Rowe Price Balanced
Price$29.24
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets4.98B
PRWCX vs RPBAX Comparison Chart in %
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PRWCX vs. RPBAX commentary
Sep 18, 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: 69.8B vs. RPBAX (4.98B). PRWCX (1.98) and RPBAX (1.96) 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 : 6.47 vs. PRWCX (2.71). RPBAX (24.24) and PRWCX (23.29) 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 | 9.705 | 12.709 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.8B | 4.98B | 1,401% |
| Annual Yield % from dividends | 1.98 | 1.96 | 101% |
| Returns for 1 year | 2.71 | 6.47 | 42% |
| Returns for 3 years | 23.07 | 35.65 | 65% |
| Returns for 5 years | 23.29 | 24.24 | 96% |
| Returns for 10 years | 64.10 | 54.21 | 118% |
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