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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$35.87
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets71.43B
T. Rowe Price Balanced
Price$28.57
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets5.06B
PRWCX vs RPBAX Comparison Chart in %
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PRWCX vs. RPBAX commentary
Dec 28, 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 Buy and RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 71.4B vs. RPBAX (5.06B). PRWCX (1.92) and RPBAX (1.90) have matching dividends . PRWCX was incepted earlier than RPBAX: PRWCX (40 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 : 9.05 vs. PRWCX (2.25). RPBAX return over 5 years is better than : 15.89 vs. PRWCX (13.53).
| PRWCX | RPBAX | PRWCX / RPBAX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 0.74 | 0.65 | 114% |
| Fund Existence | 40 years | 86 years | - |
| Gain YTD | 3.611 | 10.379 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4B | 5.06B | 1,411% |
| Annual Yield % from dividends | 1.92 | 1.90 | 101% |
| Returns for 1 year | 2.25 | 9.05 | 25% |
| Returns for 3 years | 26.12 | 36.23 | 72% |
| Returns for 5 years | 13.53 | 15.89 | 85% |
| Returns for 10 years | 62.27 | 55.55 | 112% |
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