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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$35.25
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets65.29B
BNY Mellon Balanced Opportunity J
Price$23.93
Change+$0.11 (+0.46%)
VolumeN/A
Net Assets287.81M
PRWCX vs THPBX Comparison Chart
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PRWCX vs. THPBX commentary
Jan 19, 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 THPBX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.3B vs. THPBX (288M). PRWCX pays higher dividends than THPBX: PRWCX (1.97) vs THPBX (1.41). PRWCX was incepted earlier than THPBX: PRWCX (39 years) vs THPBX (38 years). THPBX is a more actively managed with annual turnover of: 71.50 vs. PRWCX (65.10). 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 : 9.65 vs. PRWCX (6.91). PRWCX return over 5 years is better than : 18.14 vs. THPBX (4.22).
| PRWCX | THPBX | PRWCX / THPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 38 years | - |
| Gain YTD | 1.820 | 1.917 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3B | 288M | 22,674% |
| Annual Yield % from dividends | 1.97 | 1.41 | 140% |
| Returns for 1 year | 6.91 | 9.65 | 72% |
| Returns for 3 years | 4.08 | 1.16 | 353% |
| Returns for 5 years | 18.14 | 4.22 | 430% |
| Returns for 10 years | 56.94 | 22.11 | 258% |
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