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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$34.34
Change+$0.48 (+1.42%)
VolumeN/A
Net Assets62.27B
BNY Mellon Balanced Opportunity J
Price$22.64
Change+$0.36 (+1.62%)
VolumeN/A
Net Assets259.94M
PRWCX vs THPBX Comparison Chart
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PRWCX vs. THPBX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 62.3B vs. THPBX (260M). PRWCX pays higher dividends than THPBX: PRWCX (2.15) vs THPBX (1.49). PRWCX was incepted earlier than THPBX: PRWCX (39 years) vs THPBX (38 years). THPBX (1.04) is less costly to investors than PRWCX (0.73). 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). PRWCX annual gain was more profitable for investors over the last year : -1.10 vs. THPBX (-1.40). PRWCX return over 5 years is better than : 24.03 vs. THPBX (12.62).
| PRWCX | THPBX | PRWCX / THPBX | |
| Total Expense Ratio | 0.71 | 0.90 | 79% |
| Annual Report Gross Expense Ratio | 0.73 | 1.04 | 70% |
| Fund Existence | 39 years | 38 years | - |
| Gain YTD | -2.195 | -5.111 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3B | 260M | 23,962% |
| Annual Yield % from dividends | 2.15 | 1.49 | 145% |
| Returns for 1 year | -1.10 | -1.40 | 78% |
| Returns for 3 years | 4.13 | 0.84 | 492% |
| Returns for 5 years | 24.03 | 12.62 | 190% |
| Returns for 10 years | 44.46 | 9.46 | 470% |
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