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PACLX vs RLBAX
PACLX vs RLBAX Comparison
Open Charts PACLX vs RLBAX
T. Rowe Price Capital Appreciation Adv
Price$35.40
Change-$0.27 (-0.76%)
VolumeN/A
Net Assets66.37B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PACLX vs RLBAX Comparison Chart
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PACLX vs. RLBAX commentary
Jun 16, 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: 244B vs. PACLX (66.4B). PACLX pays higher dividends than RLBAX: PACLX (1.87) vs RLBAX (1.23). PACLX was incepted earlier than RLBAX: PACLX (20 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 : 4.45 vs. PACLX (1.54). RLBAX return over 5 years is better than : 34.05 vs. PACLX (22.24).
| PACLX | RLBAX | PACLX / RLBAX | |
| Total Expense Ratio | 0.97 | 1.31 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.31 | 76% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.995 | 4.085 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4B | 244B | 27% |
| Annual Yield % from dividends | 1.87 | 1.23 | 152% |
| Returns for 1 year | 1.54 | 4.45 | 35% |
| Returns for 3 years | 20.60 | 30.02 | 69% |
| Returns for 5 years | 22.24 | 34.05 | 65% |
| Returns for 10 years | 48.16 | 51.23 | 94% |
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