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DOXBX vs PRWCX
DOXBX vs PRWCX Comparison
Open Charts DOXBX vs PRWCX
Dodge & Cox Balanced X
Price$110.92
Change+$0.47 (+0.43%)
VolumeN/A
Net Assets14.93B
T. Rowe Price Capital Appreciation
Price$38.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets70.55B
DOXBX vs PRWCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.6B vs. DOXBX (14.9B). DOXBX pays higher dividends than PRWCX: DOXBX (2.49) vs PRWCX (1.96). DOXBX was incepted earlier than PRWCX: DOXBX (3 years) vs PRWCX (39 years). PRWCX (0.74) is less costly to investors than DOXBX (0.47). PRWCX is a more actively managed with annual turnover of: 85.00 vs. DOXBX (22.00). DOXBX (2500) and PRWCX (2500) have matching initial minimum investment requirements. DOXBX annual gain was more profitable for investors over the last year : 3.77 vs. PRWCX (2.44).
| DOXBX | PRWCX | DOXBX / PRWCX | |
| Total Expense Ratio | 0.42 | 0.71 | 59% |
| Annual Report Gross Expense Ratio | 0.47 | 0.74 | 64% |
| Fund Existence | 3 years | 39 years | - |
| Gain YTD | 11.459 | 11.294 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 70.6B | 21% |
| Annual Yield % from dividends | 2.49 | 1.96 | 127% |
| Returns for 1 year | 3.77 | 2.44 | 155% |
| Returns for 3 years | 28.33 | 28.92 | 98% |
| Returns for 5 years | N/A | 20.78 | - |
| Returns for 10 years | N/A | 62.71 | - |
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