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PRWCX vs RLBBX
PRWCX vs RLBBX Comparison
Open Charts PRWCX vs RLBBX
T. Rowe Price Capital Appreciation
Price$36.98
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PRWCX vs RLBBX Comparison Chart in %
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PRWCX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. PRWCX (68.1B). PRWCX pays higher dividends than RLBBX: PRWCX (2.03) vs RLBBX (1.17). PRWCX was incepted earlier than RLBBX: PRWCX (39 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than PRWCX: RLBBX (250) vs PRWCX (2500). RLBBX annual gain was more profitable for investors over the last year : 7.05 vs. PRWCX (3.69). RLBBX return over 5 years is better than : 37.07 vs. PRWCX (25.82).
| PRWCX | RLBBX | PRWCX / RLBBX | |
| Total Expense Ratio | 0.71 | 1.32 | 54% |
| Annual Report Gross Expense Ratio | 0.74 | 1.32 | 56% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 6.817 | 7.674 | 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 | 1.17 | 173% |
| Returns for 1 year | 3.69 | 7.05 | 52% |
| Returns for 3 years | 22.53 | 32.48 | 69% |
| Returns for 5 years | 25.82 | 37.07 | 70% |
| Returns for 10 years | 57.14 | 58.03 | 98% |
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