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PRWCX vs RLBBX
PRWCX vs RLBBX Comparison
Open Charts PRWCX vs RLBBX
T. Rowe Price Capital Appreciation
Price$36.05
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets66.87B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
PRWCX vs RLBBX Comparison Chart
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PRWCX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 247B vs. PRWCX (66.9B). PRWCX pays higher dividends than RLBBX: PRWCX (2.09) vs RLBBX (1.23). 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 : 4.47 vs. PRWCX (1.92). RLBBX return over 5 years is better than : 34.04 vs. PRWCX (24.35).
| 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 | 4.131 | 4.082 | 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 | 4.47 | 43% |
| Returns for 3 years | 21.85 | 30.06 | 73% |
| Returns for 5 years | 24.35 | 34.04 | 72% |
| Returns for 10 years | 53.07 | 51.22 | 104% |
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