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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$35.82
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets66.07B
T. Rowe Price Balanced
Price$27.12
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets4.71B
PRWCX vs RPBAX Comparison Chart
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PRWCX vs. RPBAX commentary
Jan 31, 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: 66.1B vs. RPBAX (4.71B). PRWCX (1.97) and RPBAX (1.95) have matching dividends . PRWCX was incepted earlier than RPBAX: PRWCX (39 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 annual gain was more profitable for investors over the last year : 9.31 vs. PRWCX (7.42). PRWCX return over 5 years is better than : 20.95 vs. RPBAX (17.71).
| PRWCX | RPBAX | PRWCX / RPBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 85 years | - |
| Gain YTD | 3.466 | 3.196 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 4.71B | 1,404% |
| Annual Yield % from dividends | 1.97 | 1.95 | 101% |
| Returns for 1 year | 7.42 | 9.31 | 80% |
| Returns for 3 years | 6.69 | 6.53 | 102% |
| Returns for 5 years | 20.95 | 17.71 | 118% |
| Returns for 10 years | 58.26 | 38.33 | 152% |
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