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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$33.86
Change+$0.41 (+1.23%)
VolumeN/A
Net Assets61.52B
T. Rowe Price Balanced
Price$25.88
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets4.42B
PRWCX vs RPBAX Comparison Chart
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PRWCX vs. RPBAX commentary
Apr 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: 61.5B vs. RPBAX (4.42B). PRWCX (2.15) and RPBAX (2.08) have matching dividends . PRWCX was incepted earlier than RPBAX: PRWCX (39 years) vs RPBAX (85 years). PRWCX (0.73) 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 : 0.78 vs. PRWCX (-2.55). RPBAX return over 5 years is better than : 23.90 vs. PRWCX (22.53).
| PRWCX | RPBAX | PRWCX / RPBAX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 0.73 | 0.65 | 112% |
| Fund Existence | 39 years | 85 years | - |
| Gain YTD | -3.380 | -1.949 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5B | 4.42B | 1,390% |
| Annual Yield % from dividends | 2.15 | 2.08 | 104% |
| Returns for 1 year | -2.55 | 0.78 | -328% |
| Returns for 3 years | 3.11 | 8.53 | 36% |
| Returns for 5 years | 22.53 | 23.90 | 94% |
| Returns for 10 years | 42.03 | 25.86 | 163% |
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