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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$38.94
Change+$0.12 (+0.31%)
VolumeN/A
CapitalizationN/A
BNY Mellon Balanced Opportunity J
Price$25.40
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
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PRWCX vs THPBX Comparison Chart
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PRWCX vs. THPBX commentary
Nov 10, 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 THPBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66.3B vs. THPBX (295M). PRWCX pays higher dividends than THPBX: PRWCX (1.97) vs THPBX (1.41). PRWCX was incepted earlier than THPBX: PRWCX (38 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). PRWCX annual gain was more profitable for investors over the last year : 21.80 vs. THPBX (19.30). PRWCX return over 5 years is better than : 30.72 vs. THPBX (13.30).
| PRWCX | THPBX | PRWCX / THPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 38 years | - |
| Gain YTD | 14.833 | 14.466 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3B | 295M | 22,475% |
| Annual Yield % from dividends | 1.97 | 1.41 | 140% |
| Returns for 1 year | 21.80 | 19.30 | 113% |
| Returns for 3 years | 1.26 | -9.24 | -14% |
| Returns for 5 years | 30.72 | 13.30 | 231% |
| Returns for 10 years | 56.35 | 17.56 | 321% |
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