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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$36.07
Change+$0.21 (+0.59%)
VolumeN/A
Net Assets66B
BNY Mellon Balanced Opportunity J
Price$24.01
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets275.31M
PRWCX vs THPBX Comparison Chart
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PRWCX vs. THPBX commentary
Jun 07, 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 StrongBuy and THPBX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66B vs. THPBX (275M). 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). PRWCX annual gain was more profitable for investors over the last year : 1.89 vs. THPBX (1.66). PRWCX return over 5 years is better than : 18.96 vs. THPBX (9.88).
| 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 | 3.582 | 1.874 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66B | 275M | 24,000% |
| Annual Yield % from dividends | 2.09 | 1.43 | 146% |
| Returns for 1 year | 1.89 | 1.66 | 113% |
| Returns for 3 years | 11.94 | 10.53 | 113% |
| Returns for 5 years | 18.96 | 9.88 | 192% |
| Returns for 10 years | 52.88 | 18.07 | 293% |
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