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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$36.67
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets67.19B
BNY Mellon Balanced Opportunity J
Price$24.55
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets278.63M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 67.2B vs. THPBX (279M). PRWCX pays higher dividends than THPBX: PRWCX (2.09) vs THPBX (1.43). PRWCX was incepted earlier than THPBX: PRWCX (39 years) vs THPBX (38 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 (2.92) and PRWCX (2.79) have marching annual gain over last year. PRWCX return over 5 years is better than : 27.79 vs. THPBX (17.36).
| 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 | 38 years | - |
| Gain YTD | 5.402 | 3.876 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2B | 279M | 24,086% |
| Annual Yield % from dividends | 2.09 | 1.43 | 146% |
| Returns for 1 year | 2.79 | 2.92 | 95% |
| Returns for 3 years | 19.26 | 19.38 | 99% |
| Returns for 5 years | 27.79 | 17.36 | 160% |
| Returns for 10 years | 55.80 | 21.18 | 263% |