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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$38.78
Change-$0.32 (-0.82%)
VolumeN/A
Net Assets72.02B
T. Rowe Price Balanced
Price$29.53
Change-$0.31 (-1.04%)
VolumeN/A
Net Assets5.08B
PRWCX vs RPBAX Comparison Chart in %
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PRWCX vs. RPBAX commentary
Nov 14, 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 RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 72B vs. RPBAX (5.08B). PRWCX (1.93) and RPBAX (1.92) 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 : 7.97 vs. PRWCX (2.75). RPBAX return over 5 years is better than : 20.68 vs. PRWCX (17.56).
| 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 | 12.940 | 15.286 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72B | 5.08B | 1,418% |
| Annual Yield % from dividends | 1.93 | 1.92 | 100% |
| Returns for 1 year | 2.75 | 7.97 | 34% |
| Returns for 3 years | 24.63 | 36.88 | 67% |
| Returns for 5 years | 17.56 | 20.68 | 85% |
| Returns for 10 years | 64.51 | 56.75 | 114% |
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