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PRWCX vs THPBX
PRWCX vs THPBX Comparison
Open Charts PRWCX vs THPBX
T. Rowe Price Capital Appreciation
Price$38.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets70.55B
BNY Mellon Balanced Opportunity J
Price$25.84
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets288.87M
PRWCX vs THPBX Comparison Chart in %
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PRWCX vs. THPBX commentary
Oct 19, 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 Hold and THPBX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.6B vs. THPBX (289M). PRWCX pays higher dividends than THPBX: PRWCX (1.96) vs THPBX (1.32). 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 : 4.29 vs. PRWCX (2.44). PRWCX return over 5 years is better than : 20.78 vs. THPBX (11.74).
| 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 | 11.294 | 10.051 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 289M | 24,429% |
| Annual Yield % from dividends | 1.96 | 1.32 | 148% |
| Returns for 1 year | 2.44 | 4.29 | 57% |
| Returns for 3 years | 28.92 | 31.22 | 93% |
| Returns for 5 years | 20.78 | 11.74 | 177% |
| Returns for 10 years | 62.71 | 29.97 | 209% |
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