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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$38.43
Change-$0.20 (-0.52%)
VolumeN/A
Net Assets71.12B
BNY Mellon Balanced Opportunity J
Price$25.78
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets286.19M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Nov 20, 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 Hold and THPBX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 71.1B vs. THPBX (286M). PRWCX pays higher dividends than THPBX: PRWCX (1.93) vs THPBX (1.30). 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 : 3.87 vs. PRWCX (2.36). PRWCX return over 5 years is better than : 16.00 vs. THPBX (8.50).
| 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 | 11.005 | 10.179 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.1B | 286M | 24,860% |
| Annual Yield % from dividends | 1.93 | 1.30 | 148% |
| Returns for 1 year | 2.36 | 3.87 | 61% |
| Returns for 3 years | 23.35 | 24.52 | 95% |
| Returns for 5 years | 16.00 | 8.50 | 188% |
| Returns for 10 years | 58.80 | 27.51 | 214% |
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