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PRWCX vs RLBAX
PRWCX vs RLBAX Comparison
Open Charts PRWCX vs RLBAX
T. Rowe Price Capital Appreciation
Price$37.78
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.55B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
PRWCX vs RLBAX Comparison Chart in %
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PRWCX vs. RLBAX commentary
Jul 28, 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: 254B vs. PRWCX (69.6B). 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 : 9.42 vs. PRWCX (5.93). RLBAX return over 5 years is better than : 35.28 vs. PRWCX (24.07).
| 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 | 9.128 | 8.565 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.6B | 254B | 27% |
| Annual Yield % from dividends | 2.03 | 1.18 | 173% |
| Returns for 1 year | 5.93 | 9.42 | 63% |
| Returns for 3 years | 21.52 | 32.14 | 67% |
| Returns for 5 years | 24.07 | 35.28 | 68% |
| Returns for 10 years | 58.84 | 58.06 | 101% |
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