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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$38.01
Change+$0.35 (+0.93%)
VolumeN/A
Net Assets70.01B
BNY Mellon Balanced Opportunity J
Price$25.44
Change+$0.31 (+1.23%)
VolumeN/A
Net Assets287.67M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Aug 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70B vs. THPBX (288M). PRWCX pays higher dividends than THPBX: PRWCX (1.99) vs THPBX (1.37). 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 : 5.68 vs. PRWCX (4.06). PRWCX return over 5 years is better than : 23.39 vs. THPBX (12.75).
| 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 | 9.792 | 8.348 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70B | 288M | 24,306% |
| Annual Yield % from dividends | 1.99 | 1.37 | 146% |
| Returns for 1 year | 4.06 | 5.68 | 72% |
| Returns for 3 years | 18.17 | 19.90 | 91% |
| Returns for 5 years | 23.39 | 12.75 | 184% |
| Returns for 10 years | 68.71 | 34.89 | 197% |
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