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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$37.92
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets69.41B
BNY Mellon Balanced Opportunity J
Price$25.64
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets287.44M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 69.4B vs. THPBX (287M). PRWCX pays higher dividends than THPBX: PRWCX (1.98) vs THPBX (1.34). 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 : 6.44 vs. PRWCX (3.15). PRWCX return over 5 years is better than : 24.31 vs. THPBX (15.47).
| 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 | 9.705 | 9.583 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4B | 287M | 24,181% |
| Annual Yield % from dividends | 1.98 | 1.34 | 147% |
| Returns for 1 year | 3.15 | 6.44 | 49% |
| Returns for 3 years | 21.54 | 25.10 | 86% |
| Returns for 5 years | 24.31 | 15.47 | 157% |
| Returns for 10 years | 63.49 | 31.42 | 202% |
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