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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$34.10
Change-$0.76 (-2.18%)
VolumeN/A
Net Assets64.45B
BNY Mellon Balanced Opportunity J
Price$22.39
Change-$0.70 (-3.03%)
VolumeN/A
Net Assets271.66M
PRWCX vs THPBX Comparison Chart
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PRWCX vs. THPBX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 64.5B vs. THPBX (272M). 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 : 0.50 vs. THPBX (-0.05). PRWCX return over 5 years is better than : 43.31 vs. THPBX (27.52).
| 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 | 0.693 | -1.661 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.5B | 272M | 23,713% |
| Annual Yield % from dividends | 2.15 | 1.49 | 145% |
| Returns for 1 year | 0.50 | -0.05 | -959% |
| Returns for 3 years | 2.27 | -2.16 | -105% |
| Returns for 5 years | 43.31 | 27.52 | 157% |
| Returns for 10 years | 48.40 | 13.44 | 360% |
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