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BALCX vs PRWCX
BALCX vs PRWCX Comparison
Open Charts BALCX vs PRWCX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
T. Rowe Price Capital Appreciation
Price$36.05
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets66.87B
BALCX vs PRWCX Comparison Chart
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BALCX vs. PRWCX commentary
Jun 15, 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 Buy and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 247B vs. PRWCX (66.9B). PRWCX pays higher dividends than BALCX: PRWCX (2.09) vs BALCX (1.24). BALCX was incepted earlier than PRWCX: BALCX (24 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 : 4.49 vs. PRWCX (1.92). BALCX return over 5 years is better than : 34.15 vs. PRWCX (24.35).
| BALCX | PRWCX | BALCX / PRWCX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 4.121 | 4.131 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 66.9B | 369% |
| Annual Yield % from dividends | 1.24 | 2.09 | 59% |
| Returns for 1 year | 4.49 | 1.92 | 234% |
| Returns for 3 years | 30.13 | 21.85 | 138% |
| Returns for 5 years | 34.15 | 24.35 | 140% |
| Returns for 10 years | 51.38 | 53.07 | 97% |
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