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PRCHX vs VWINX
PRCHX vs VWINX Comparison
Open Charts PRCHX vs VWINX
T. Rowe Price Cap Apprec And Inc I
Price$27.85
Change-$0.18 (-0.64%)
VolumeN/A
Net Assets292.6M
Vanguard Wellesley® Income I
Price$25.49
Change-$0.15 (-0.59%)
VolumeN/A
Net Assets48.1B
PRCHX vs VWINX Comparison Chart
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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. PRCHX (293M). VWINX pays higher dividends than PRCHX: VWINX (3.65) vs PRCHX (3.20). PRCHX was incepted earlier than VWINX: PRCHX (2 years) vs VWINX (55 years). PRCHX (0.73) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. PRCHX (36.50). VWINX has a lower initial minimum investment than PRCHX: VWINX (3000) vs PRCHX (500000). PRCHX annual gain was more profitable for investors over the last year : 7.95 vs. VWINX (3.23).
| PRCHX | VWINX | PRCHX / VWINX | |
| Total Expense Ratio | 0.49 | 0.23 | 213% |
| Annual Report Gross Expense Ratio | 0.73 | 0.23 | 317% |
| Fund Existence | 2 years | 55 years | - |
| Gain YTD | 3.902 | 3.566 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 48.1B | 1% |
| Annual Yield % from dividends | 3.20 | 3.65 | 88% |
| Returns for 1 year | 7.95 | 3.23 | 246% |
| Returns for 3 years | N/A | 7.02 | - |
| Returns for 5 years | N/A | 3.57 | - |
| Returns for 10 years | N/A | 20.95 | - |
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