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PACLX vs RLBAX
PACLX vs RLBAX Comparison
Open Charts PACLX vs RLBAX
T. Rowe Price Capital Appreciation Adv
Price$37.25
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets69.91B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
PACLX vs RLBAX Comparison Chart in %
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PACLX vs. RLBAX commentary
Aug 17, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. PACLX (69.9B). PACLX pays higher dividends than RLBAX: PACLX (1.78) vs RLBAX (1.17). 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 : 7.15 vs. PACLX (3.84). RLBAX return over 5 years is better than : 33.77 vs. PACLX (20.31).
| 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 | 9.430 | 9.243 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9B | 256B | 27% |
| Annual Yield % from dividends | 1.78 | 1.17 | 152% |
| Returns for 1 year | 3.84 | 7.15 | 54% |
| Returns for 3 years | 12.60 | 27.06 | 47% |
| Returns for 5 years | 20.31 | 33.77 | 60% |
| Returns for 10 years | 52.28 | 59.12 | 88% |
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