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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$34.62
Change-$4.22 (-10.87%)
VolumeN/A
CapitalizationN/A
BNY Mellon Balanced Opportunity J
Price$23.43
Change-$0.52 (-2.17%)
VolumeN/A
CapitalizationN/A
PRWCX vs THPBX Comparison Chart
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PRWCX vs. THPBX commentary
Dec 19, 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 Hold and THPBX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66.1B vs. THPBX (276M). 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). THPBX annual gain was more profitable for investors over the last year : 9.35 vs. PRWCX (5.03). PRWCX return over 5 years is better than : 19.37 vs. THPBX (4.78).
| 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 | 4.254 | 8.856 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 276M | 23,949% |
| Annual Yield % from dividends | 1.97 | 1.41 | 140% |
| Returns for 1 year | 5.03 | 9.35 | 54% |
| Returns for 3 years | 0.76 | -1.10 | -69% |
| Returns for 5 years | 19.37 | 4.78 | 405% |
| Returns for 10 years | 52.67 | 9.96 | 529% |
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