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PRCHX
Mutual Fund ticker: NASDAQ
AS OF
Nov 19 closing price
Price
$29.25
Change
+$0.01 (+0.03%)
Net Assets
387.04M

PRCHX T. Rowe Price Cap Apprec And Inc I Forecast, Technical & Fundamental Analysis

The investment seeks total return through a combination of income and capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks total return through a combination of income and capital appreciation. The fund normally invests 50-70% of its net assets in fixed income and other debt instruments, including corporate and government bonds, mortgage- and asset-backed securities, convertible bonds, and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders). It normally invests 30-50% of its net assets in common and preferred stocks.

Market Cap

The average market capitalization across the T. Rowe Price Cap Apprec And Inc I MF is 3T. The market cap for tickers in the group ranges from 1.49T to 3.97T. AAPL holds the highest valuation in this group at 3.97T. The lowest valued company is META at 1.49T.

Volume

The average weekly volume growth across all stocks in the T. Rowe Price Cap Apprec And Inc I MF was 34%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 45
Price Growth Rating: 37
SMR Rating: 27
Profit Risk Rating: 30
Seasonality Score: 40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
T. Rowe Price Capital Appreciation Fund100 East Pratt StreetBaltimore
Phone
N/A
Web
www.troweprice.com
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PRCHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PRCHX has been closely correlated with HBLRX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if PRCHX jumps, then HBLRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PRCHX
1D Price
Change %
PRCHX100%
-0.31%
HBLRX - PRCHX
82%
Closely correlated
+0.13%
HBLTX - PRCHX
82%
Closely correlated
N/A
HBLFX - PRCHX
81%
Closely correlated
+0.07%
VWINX - PRCHX
76%
Closely correlated
N/A
VWIAX - PRCHX
76%
Closely correlated
N/A
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