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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$38.78
Change-$0.32 (-0.82%)
VolumeN/A
Net Assets72.02B
BNY Mellon Balanced Opportunity J
Price$26.09
Change-$0.29 (-1.10%)
VolumeN/A
Net Assets292.32M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX 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 THPBX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 72B vs. THPBX (292M). PRWCX pays higher dividends than THPBX: PRWCX (1.93) vs THPBX (1.30). PRWCX was incepted earlier than THPBX: PRWCX (39 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 : 4.91 vs. PRWCX (2.75). PRWCX return over 5 years is better than : 17.56 vs. THPBX (11.55).
| PRWCX | THPBX | PRWCX / THPBX | |
| Total Expense Ratio | 0.71 | 0.90 | 79% |
| Annual Report Gross Expense Ratio | 0.74 | 1.01 | 73% |
| Fund Existence | 39 years | 39 years | - |
| Gain YTD | 12.940 | 12.351 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72B | 292M | 24,658% |
| Annual Yield % from dividends | 1.93 | 1.30 | 148% |
| Returns for 1 year | 2.75 | 4.91 | 56% |
| Returns for 3 years | 24.63 | 26.14 | 94% |
| Returns for 5 years | 17.56 | 11.55 | 152% |
| Returns for 10 years | 64.51 | 32.50 | 199% |
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