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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$38.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets70.55B
T. Rowe Price Balanced
Price$29.38
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets5B
PRWCX vs RPBAX Comparison Chart in %
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PRWCX vs. RPBAX commentary
Oct 19, 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 RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.6B vs. RPBAX (5B). PRWCX (1.96) and RPBAX (1.94) have matching dividends . PRWCX was incepted earlier than RPBAX: PRWCX (39 years) vs RPBAX (86 years). PRWCX (0.74) is less costly to investors than RPBAX (0.65). PRWCX is a more actively managed with annual turnover of: 85.00 vs. RPBAX (39.20). PRWCX (2500) and RPBAX (2500) have matching initial minimum investment requirements. RPBAX annual gain was more profitable for investors over the last year : 6.27 vs. PRWCX (2.44). RPBAX return over 5 years is better than : 22.30 vs. PRWCX (20.78).
| PRWCX | RPBAX | PRWCX / RPBAX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 0.74 | 0.65 | 114% |
| Fund Existence | 39 years | 86 years | - |
| Gain YTD | 11.294 | 13.508 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 5B | 1,412% |
| Annual Yield % from dividends | 1.96 | 1.94 | 101% |
| Returns for 1 year | 2.44 | 6.27 | 39% |
| Returns for 3 years | 28.92 | 42.43 | 68% |
| Returns for 5 years | 20.78 | 22.30 | 93% |
| Returns for 10 years | 62.71 | 52.91 | 119% |
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