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PRWCX vs RLBAX
PRWCX vs RLBAX Comparison
Open Charts PRWCX vs RLBAX
T. Rowe Price Capital Appreciation
Price$37.95
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
PRWCX vs RLBAX Comparison Chart in %
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PRWCX vs. RLBAX commentary
Aug 18, 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 PRWCX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. PRWCX (69.9B). PRWCX pays higher dividends than RLBAX: PRWCX (1.99) vs RLBAX (1.17). PRWCX was incepted earlier than RLBAX: PRWCX (39 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than PRWCX: RLBAX (250) vs PRWCX (2500). RLBAX annual gain was more profitable for investors over the last year : 7.15 vs. PRWCX (4.23). RLBAX return over 5 years is better than : 33.77 vs. PRWCX (22.38).
| PRWCX | RLBAX | PRWCX / RLBAX | |
| Total Expense Ratio | 0.71 | 1.31 | 54% |
| Annual Report Gross Expense Ratio | 0.74 | 1.31 | 56% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 9.619 | 9.243 | 104% |
| 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 | 1.99 | 1.17 | 170% |
| Returns for 1 year | 4.23 | 7.15 | 59% |
| Returns for 3 years | 13.77 | 27.06 | 51% |
| Returns for 5 years | 22.38 | 33.77 | 66% |
| Returns for 10 years | 57.32 | 59.12 | 97% |
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