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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$35.67
Change-$3.09 (-7.97%)
VolumeN/A
Net Assets70.59B
BNY Mellon Balanced Opportunity J
Price$24.86
Change-$1.12 (-4.31%)
VolumeN/A
Net Assets291.78M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Feb 04, 2026
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 THPBX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.6B vs. THPBX (292M). PRWCX pays higher dividends than THPBX: PRWCX (1.78) vs THPBX (1.41). PRWCX was incepted earlier than THPBX: PRWCX (40 years) vs THPBX (39 years). THPBX (1.01) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. THPBX (46.25). THPBX has a lower initial minimum investment than PRWCX: THPBX (1000) vs PRWCX (2500). THPBX annual gain was more profitable for investors over the last year : 4.42 vs. PRWCX (1.91). PRWCX return over 5 years is better than : 12.56 vs. THPBX (0.81).
| PRWCX | THPBX | PRWCX / THPBX | |
| Total Expense Ratio | 0.71 | 0.90 | 79% |
| Annual Report Gross Expense Ratio | 0.74 | 1.01 | 73% |
| Fund Existence | 40 years | 39 years | - |
| Gain YTD | -0.224 | 1.594 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 292M | 24,178% |
| Annual Yield % from dividends | 1.78 | 1.41 | 126% |
| Returns for 1 year | 1.91 | 4.42 | 43% |
| Returns for 3 years | 20.22 | 18.99 | 106% |
| Returns for 5 years | 12.56 | 0.81 | 1,552% |
| Returns for 10 years | 73.90 | 42.30 | 175% |
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