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PRWCX vs RLBAX
PRWCX vs RLBAX Comparison
Open Charts PRWCX vs RLBAX
T. Rowe Price Capital Appreciation
Price$37.90
Change-$0.21 (-0.55%)
VolumeN/A
Net Assets69.94B
American Funds American Balanced R1
Price$38.04
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
PRWCX vs RLBAX Comparison Chart in %
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PRWCX vs. RLBAX commentary
Sep 27, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. PRWCX (69.9B). PRWCX pays higher dividends than RLBAX: PRWCX (1.98) vs RLBAX (1.15). 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 : 6.99 vs. PRWCX (1.26). RLBAX return over 5 years is better than : 39.63 vs. PRWCX (24.76).
| 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 | 9.474 | 12.236 | 77% |
| 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 | 263B | 27% |
| Annual Yield % from dividends | 1.98 | 1.15 | 172% |
| Returns for 1 year | 1.26 | 6.99 | 18% |
| Returns for 3 years | 28.64 | 47.80 | 60% |
| Returns for 5 years | 24.76 | 39.63 | 62% |
| Returns for 10 years | 68.29 | 74.05 | 92% |
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