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PACLX vs RBAIX
PACLX vs RBAIX Comparison
Open Charts PACLX vs RBAIX
T. Rowe Price Capital Appreciation Adv
Price$37.80
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets70.55B
T. Rowe Price Balanced I
Price$29.36
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets5B
PACLX vs RBAIX Comparison Chart in %
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PACLX vs. RBAIX commentary
Oct 19, 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 PACLX is a Hold and RBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 70.6B vs. RBAIX (5B). RBAIX pays higher dividends than PACLX: RBAIX (2.07) vs PACLX (1.75). PACLX was incepted earlier than RBAIX: PACLX (21 years) vs RBAIX (10 years). PACLX (1.00) is less costly to investors than RBAIX (0.52). PACLX is a more actively managed with annual turnover of: 85.00 vs. RBAIX (39.20). PACLX has a lower initial minimum investment than RBAIX: PACLX (2500) vs RBAIX (500000). RBAIX annual gain was more profitable for investors over the last year : 6.42 vs. PACLX (2.05). RBAIX return over 5 years is better than : 23.12 vs. PACLX (18.74).
| PACLX | RBAIX | PACLX / RBAIX | |
| Total Expense Ratio | 0.97 | 0.47 | 206% |
| Annual Report Gross Expense Ratio | 1.00 | 0.52 | 192% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 11.046 | 13.638 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 5B | 1,412% |
| Annual Yield % from dividends | 1.75 | 2.07 | 85% |
| Returns for 1 year | 2.05 | 6.42 | 32% |
| Returns for 3 years | 27.58 | 43.04 | 64% |
| Returns for 5 years | 18.74 | 23.12 | 81% |
| Returns for 10 years | 57.50 | N/A | - |
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