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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$37.21
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets68.32B
BNY Mellon Balanced Opportunity J
Price$24.84
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets280.85M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Jul 19, 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: 68.3B vs. THPBX (281M). PRWCX pays higher dividends than THPBX: PRWCX (2.03) vs THPBX (1.38). 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 annual gain was more profitable for investors over the last year : 2.94 vs. PRWCX (2.48). PRWCX return over 5 years is better than : 22.17 vs. THPBX (13.15).
| 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 | 7.135 | 5.324 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.3B | 281M | 24,306% |
| Annual Yield % from dividends | 2.03 | 1.38 | 147% |
| Returns for 1 year | 2.48 | 2.94 | 84% |
| Returns for 3 years | 22.89 | 22.88 | 100% |
| Returns for 5 years | 22.17 | 13.15 | 169% |
| Returns for 10 years | 55.15 | 20.88 | 264% |
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