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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$38.56
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets70.73B
BNY Mellon Balanced Opportunity J
Price$25.93
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets290.4M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Oct 06, 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 THPBX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.7B vs. THPBX (290M). PRWCX pays higher dividends than THPBX: PRWCX (1.96) vs THPBX (1.32). PRWCX was incepted earlier than THPBX: PRWCX (39 years) vs THPBX (39 years). THPBX (1.01) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. THPBX (46.25). THPBX has a lower initial minimum investment than PRWCX: THPBX (1000) vs PRWCX (2500). THPBX annual gain was more profitable for investors over the last year : 5.84 vs. PRWCX (3.65). PRWCX return over 5 years is better than : 24.76 vs. THPBX (15.56).
| PRWCX | THPBX | PRWCX / THPBX | |
| Total Expense Ratio | 0.71 | 0.90 | 79% |
| Annual Report Gross Expense Ratio | 0.74 | 1.01 | 73% |
| Fund Existence | 39 years | 39 years | - |
| Gain YTD | 11.381 | 10.434 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.7B | 290M | 24,379% |
| Annual Yield % from dividends | 1.96 | 1.32 | 148% |
| Returns for 1 year | 3.65 | 5.84 | 63% |
| Returns for 3 years | 26.46 | 28.84 | 92% |
| Returns for 5 years | 24.76 | 15.56 | 159% |
| Returns for 10 years | 66.11 | 32.70 | 202% |
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