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BALCX vs PRWCX
BALCX vs PRWCX Comparison
Open Charts BALCX vs PRWCX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
T. Rowe Price Capital Appreciation
Price$37.90
Change-$0.21 (-0.55%)
VolumeN/A
Net Assets69.94B
BALCX vs PRWCX Comparison Chart in %
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BALCX vs. PRWCX commentary
Sep 27, 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 BALCX is a Hold and PRWCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. PRWCX (69.9B). PRWCX pays higher dividends than BALCX: PRWCX (1.98) vs BALCX (1.16). BALCX was incepted earlier than PRWCX: BALCX (25 years) vs PRWCX (39 years). BALCX (1.31) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than PRWCX: BALCX (250) vs PRWCX (2500). BALCX annual gain was more profitable for investors over the last year : 7.33 vs. PRWCX (1.26). BALCX return over 5 years is better than : 39.74 vs. PRWCX (24.76).
| BALCX | PRWCX | BALCX / PRWCX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 12.273 | 9.474 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 69.9B | 376% |
| Annual Yield % from dividends | 1.16 | 1.98 | 59% |
| Returns for 1 year | 7.33 | 1.26 | 581% |
| Returns for 3 years | 47.41 | 28.64 | 166% |
| Returns for 5 years | 39.74 | 24.76 | 160% |
| Returns for 10 years | 74.74 | 68.29 | 109% |
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