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PACLX vs RLBAX
PACLX vs RLBAX Comparison
Open Charts PACLX vs RLBAX
T. Rowe Price Capital Appreciation Adv
Price$36.30
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets68.1B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
PACLX vs RLBAX Comparison Chart in %
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PACLX vs. RLBAX commentary
Jul 07, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. PACLX (68.1B). PACLX pays higher dividends than RLBAX: PACLX (1.82) vs RLBAX (1.18). PACLX was incepted earlier than RLBAX: PACLX (21 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PACLX (1.00). PACLX is a more actively managed with annual turnover of: 85.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than PACLX: RLBAX (250) vs PACLX (2500). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. PACLX (3.28). RLBAX return over 5 years is better than : 37.04 vs. PACLX (23.67).
| PACLX | RLBAX | PACLX / RLBAX | |
| Total Expense Ratio | 0.97 | 1.31 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.31 | 76% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 6.639 | 7.651 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.1B | 252B | 27% |
| Annual Yield % from dividends | 1.82 | 1.18 | 154% |
| Returns for 1 year | 3.28 | 7.00 | 47% |
| Returns for 3 years | 21.23 | 32.45 | 65% |
| Returns for 5 years | 23.67 | 37.04 | 64% |
| Returns for 10 years | 52.09 | 58.01 | 90% |
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