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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$35.87
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets71.43B
BNY Mellon Balanced Opportunity J
Price$24.66
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets291.18M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Dec 27, 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 THPBX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 71.4B vs. THPBX (291M). PRWCX pays higher dividends than THPBX: PRWCX (1.92) vs THPBX (1.30). 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 : 3.70 vs. PRWCX (2.25). PRWCX return over 5 years is better than : 13.53 vs. THPBX (3.07).
| 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 | 3.611 | 5.026 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4B | 291M | 24,536% |
| Annual Yield % from dividends | 1.92 | 1.30 | 148% |
| Returns for 1 year | 2.25 | 3.70 | 61% |
| Returns for 3 years | 26.12 | 25.86 | 101% |
| Returns for 5 years | 13.53 | 3.07 | 441% |
| Returns for 10 years | 62.27 | 23.10 | 270% |
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