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PRWCX vs RBAIX
PRWCX vs RBAIX Comparison
Open Charts PRWCX vs RBAIX
T. Rowe Price Capital Appreciation
Price$35.67
Change-$3.09 (-7.97%)
VolumeN/A
Net Assets70.59B
T. Rowe Price Balanced I
Price$28.99
Change-$0.39 (-1.33%)
VolumeN/A
Net Assets5.07B
PRWCX vs RBAIX Comparison Chart in %
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PRWCX vs. RBAIX commentary
Feb 04, 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 PRWCX is a Buy and RBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.6B vs. RBAIX (5.07B). RBAIX pays higher dividends than PRWCX: RBAIX (2.20) vs PRWCX (1.78). PRWCX was incepted earlier than RBAIX: PRWCX (40 years) vs RBAIX (10 years). PRWCX (0.74) is less costly to investors than RBAIX (0.52). PRWCX is a more actively managed with annual turnover of: 85.00 vs. RBAIX (39.20). PRWCX has a lower initial minimum investment than RBAIX: PRWCX (2500) vs RBAIX (500000). RBAIX annual gain was more profitable for investors over the last year : 10.59 vs. PRWCX (1.91). RBAIX return over 5 years is better than : 15.67 vs. PRWCX (12.56).
| PRWCX | RBAIX | PRWCX / RBAIX | |
| Total Expense Ratio | 0.71 | 0.47 | 151% |
| Annual Report Gross Expense Ratio | 0.74 | 0.52 | 142% |
| Fund Existence | 40 years | 10 years | - |
| Gain YTD | -0.224 | 2.221 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 5.07B | 1,392% |
| Annual Yield % from dividends | 1.78 | 2.20 | 81% |
| Returns for 1 year | 1.91 | 10.59 | 18% |
| Returns for 3 years | 20.22 | 31.48 | 64% |
| Returns for 5 years | 12.56 | 15.67 | 80% |
| Returns for 10 years | 73.90 | 72.98 | 101% |
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