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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$35.29
Change-$0.33 (-0.93%)
VolumeN/A
Net Assets65.45B
BNY Mellon Balanced Opportunity J
Price$23.89
Change-$0.30 (-1.24%)
VolumeN/A
Net Assets284.69M
PRWCX vs THPBX Comparison Chart
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PRWCX vs. THPBX commentary
Feb 23, 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 Hold and THPBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.5B vs. THPBX (285M). PRWCX pays higher dividends than THPBX: PRWCX (1.97) vs THPBX (1.41). PRWCX was incepted earlier than THPBX: PRWCX (39 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 : 5.82 vs. PRWCX (2.82). PRWCX return over 5 years is better than : 17.69 vs. THPBX (4.35).
| PRWCX | THPBX | PRWCX / THPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 38 years | - |
| Gain YTD | 1.935 | 1.746 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5B | 285M | 22,982% |
| Annual Yield % from dividends | 1.97 | 1.41 | 140% |
| Returns for 1 year | 2.82 | 5.82 | 48% |
| Returns for 3 years | 7.31 | 4.68 | 156% |
| Returns for 5 years | 17.69 | 4.35 | 406% |
| Returns for 10 years | 51.07 | 16.56 | 308% |