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PACLX vs RPBAX
PACLX vs RPBAX Comparison
Open Charts PACLX vs RPBAX
T. Rowe Price Capital Appreciation Adv
Price$35.00
Change-$3.02 (-7.94%)
VolumeN/A
Net Assets70.59B
T. Rowe Price Balanced
Price$29.01
Change-$0.39 (-1.33%)
VolumeN/A
Net Assets5.07B
PACLX vs RPBAX Comparison Chart in %
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PACLX vs. RPBAX commentary
Feb 05, 2026
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 RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 70.6B vs. RPBAX (5.07B). RPBAX pays higher dividends than PACLX: RPBAX (2.07) vs PACLX (1.56). PACLX was incepted earlier than RPBAX: PACLX (21 years) vs RPBAX (86 years). PACLX (1.00) is less costly to investors than RPBAX (0.65). PACLX is a more actively managed with annual turnover of: 85.00 vs. RPBAX (39.20). PACLX (2500) and RPBAX (2500) have matching initial minimum investment requirements. RPBAX annual gain was more profitable for investors over the last year : 10.42 vs. PACLX (1.52). RPBAX return over 5 years is better than : 14.88 vs. PACLX (10.52).
| PACLX | RPBAX | PACLX / RPBAX | |
| Total Expense Ratio | 0.97 | 0.60 | 162% |
| Annual Report Gross Expense Ratio | 1.00 | 0.65 | 154% |
| Fund Existence | 21 years | 86 years | - |
| Gain YTD | -0.228 | 2.220 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 5.07B | 1,392% |
| Annual Yield % from dividends | 1.56 | 2.07 | 75% |
| Returns for 1 year | 1.52 | 10.42 | 15% |
| Returns for 3 years | 18.94 | 30.98 | 61% |
| Returns for 5 years | 10.52 | 14.88 | 71% |
| Returns for 10 years | 68.19 | 70.95 | 96% |
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