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PRWCX vs RLBAX
PRWCX vs RLBAX Comparison
Open Charts PRWCX vs RLBAX
T. Rowe Price Capital Appreciation
Price$36.98
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
PRWCX vs RLBAX Comparison Chart in %
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PRWCX vs. RLBAX commentary
Jul 07, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. PRWCX (68.1B). PRWCX pays higher dividends than RLBAX: PRWCX (2.03) vs RLBAX (1.18). 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 : 7.00 vs. PRWCX (3.69). RLBAX return over 5 years is better than : 37.04 vs. PRWCX (25.82).
| 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 | 6.817 | 7.651 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.1B | 252B | 27% |
| Annual Yield % from dividends | 2.03 | 1.18 | 173% |
| Returns for 1 year | 3.69 | 7.00 | 53% |
| Returns for 3 years | 22.53 | 32.45 | 69% |
| Returns for 5 years | 25.82 | 37.04 | 70% |
| Returns for 10 years | 57.14 | 58.01 | 98% |
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