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PRWCX vs RLBAX
PRWCX vs RLBAX Comparison
Open Charts PRWCX vs RLBAX
T. Rowe Price Capital Appreciation
Price$36.05
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets66.87B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
PRWCX vs RLBAX Comparison Chart
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PRWCX vs. RLBAX commentary
Jun 15, 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: 247B vs. PRWCX (66.9B). PRWCX pays higher dividends than RLBAX: PRWCX (2.09) vs RLBAX (1.23). 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 : 4.45 vs. PRWCX (1.92). RLBAX return over 5 years is better than : 34.05 vs. PRWCX (24.35).
| 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 | 4.131 | 4.085 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9B | 247B | 27% |
| Annual Yield % from dividends | 2.09 | 1.23 | 170% |
| Returns for 1 year | 1.92 | 4.45 | 43% |
| Returns for 3 years | 21.85 | 30.02 | 73% |
| Returns for 5 years | 24.35 | 34.05 | 72% |
| Returns for 10 years | 53.07 | 51.23 | 104% |
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