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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$34.62
Change-$4.22 (-10.87%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced
Price$26.25
Change-$2.08 (-7.34%)
VolumeN/A
CapitalizationN/A
PRWCX vs RPBAX Comparison Chart
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PRWCX vs. RPBAX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66.1B vs. RPBAX (4.76B). 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 annual gain was more profitable for investors over the last year : 6.94 vs. PRWCX (5.03). PRWCX return over 5 years is better than : 19.37 vs. RPBAX (14.30).
| 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 | 4.254 | 6.306 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 4.76B | 1,390% |
| Annual Yield % from dividends | 1.97 | 1.95 | 101% |
| Returns for 1 year | 5.03 | 6.94 | 72% |
| Returns for 3 years | 0.76 | 0.84 | 90% |
| Returns for 5 years | 19.37 | 14.30 | 136% |
| Returns for 10 years | 52.67 | 34.18 | 154% |
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