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PRWCX vs RPBAX
PRWCX vs RPBAX Comparison
Open Charts PRWCX vs RPBAX
T. Rowe Price Capital Appreciation
Price$38.89
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets71.43B
T. Rowe Price Balanced
Price$29.88
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets5.06B
PRWCX vs RPBAX Comparison Chart in %
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PRWCX vs. RPBAX commentary
Dec 04, 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 (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 : 6.15 vs. PRWCX (1.70). RPBAX return over 5 years is better than : 17.59 vs. PRWCX (15.13).
| 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 | 12.334 | 14.822 | 83% |
| 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 | 1.70 | 6.15 | 28% |
| Returns for 3 years | 22.09 | 32.50 | 68% |
| Returns for 5 years | 15.13 | 17.59 | 86% |
| Returns for 10 years | 60.82 | 52.73 | 115% |
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