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BCGPX vs PRWCX

Both BCGPX and PRWCX are mutual funds. BCGPX has a lower 5-year return than PRWCX (10.16% vs 13.91%). BCGPX has a higher expense ratio than PRWCX (1.22% vs 0.69%). Below is the comparison between BCGPX and PRWCX.

BCGPX PRWCX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family BlackRock T. Rowe Price
Net Assets $98.50M $38.46B
Expense Ratio 1.22% 0.69%
Management Style active active
Dividend Yield 0.28% 1.08%
Minimum Investment $1,000.00 N/A
YTD Return 7.23% 9.23%
1-Year Return 4.20% 6.21%
3-Year Return 10.99% 16.28%
5-Year Return 10.16% 13.91%
10-Year Return 8.54% 12.85%

BCGPX description

The Fund seeks long term capital appreciation while current income is also a consideration. The Fund, which is a fund of funds, normally intends to obtain exposure to equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets.

BCGPX performance & returns

YTD Return 7.23%
1-Month Return 2.59%
3-Month Return 4.20%
1-Year Return 4.20%
3-Year Return 10.99%
5-Year Return 10.16%
10-Year Return 8.54%
BCGPX expense ratio is 1.22%.

BCGPX holdings

Top 10 Holdings (85.71% of Total Assets)

Name Symbol % Assets
BlackRock Master Total Return Portfolio N/A 25.32%
iShares Core S&P Total US Stock Mkt ETF ITOT 15.56%
iShares ESG Aware MSCI USA ETF ESGU 11.62%
BlackRock Emerging Mkts K MKDCX 7.05%
iShares MSCI EAFE Growth ETF EFG 6.83%
BlackRock Strategic Income Opps K BSIKX 5.25%
Master Adv Large Cap Core Br_grw N/A 4.00%
iShares MSCI USA Value Factor ETF VLUE 3.84%
iShares US Medical Devices ETF IHI 3.12%
BlackRock Technology Opportunities K BTEKX 3.12%

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PRWCX description

The Fund seeks long-term capital appreciation by investing primarily in the common stocks of established U.S. companies. Common stocks typically constitute at least half of total assets. The remaining assets are invested in other securities, including convertible securities, corporate and government debt.

PRWCX performance & returns

YTD Return 9.23%
1-Month Return 1.14%
3-Month Return 6.21%
1-Year Return 6.21%
3-Year Return 16.28%
5-Year Return 13.91%
10-Year Return 12.85%
PRWCX expense ratio is 0.69%.

PRWCX holdings

Top 10 Holdings (39.67% of Total Assets)

Name Symbol % Assets
T. Rowe Price Gov. Reserve N/A 9.03%
Microsoft Corp MSFT 5.47%
General Electric Co GE 4.01%
American Electric Power Co Inc AEP 3.50%
Amazon.com Inc AMZN 3.31%
Alphabet Inc Class C GOOG 3.19%
Fiserv Inc FISV 2.99%
Marsh & McLennan Companies Inc MMC 2.86%
PNC Financial Services Group Inc PNC 2.71%
Humana Inc HUM 2.60%

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