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CBALX vs PRWCX

Both CBALX and PRWCX are mutual funds. CBALX has a lower 5-year return than PRWCX (12% vs 14.56%). CBALX has a higher expense ratio than PRWCX (0.7% vs 0.69%). Below is the comparison between CBALX and PRWCX.

CBALX 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 Columbia Threadneedle T. Rowe Price
Net Assets $2.46B $39.55B
Expense Ratio 0.70% 0.69%
Management Style active active
Dividend Yield 0.90% 1.02%
Minimum Investment N/A N/A
YTD Return 11.32% 13.84%
1-Year Return 2.33% 4.27%
3-Year Return 13.94% 16.30%
5-Year Return 12.00% 14.56%
10-Year Return 11.42% 13.88%

CBALX description

The Fund seeks high total return by investing in common stocks and debt securities. Under normal circumstances, the Fund invests in a mix of equity and debt securities. The Fund invests primarily in equity securities of large-capitalization companies and in investment-grade debt securities.

CBALX performance & returns

YTD Return 11.32%
1-Month Return -0.60%
3-Month Return 2.33%
1-Year Return 2.33%
3-Year Return 13.94%
5-Year Return 12.00%
10-Year Return 11.42%
CBALX expense ratio is 0.7%.

CBALX holdings

Top 10 Holdings (28.64% of Total Assets)

Name Symbol % Assets
Columbia Short-Term Cash N/A 4.86%
Apple Inc AAPL 3.49%
10 Year Treasury Note Future Dec 20 ZNZ0 3.43%
Microsoft Corp MSFT 3.12%
Amazon.com Inc AMZN 2.99%
Federal National Mortgage Association 2.5% N/A 2.59%
5 Year Treasury Note Future Dec 20 ZFZ0 2.41%
Federal National Mortgage Association 2% N/A 2.18%
Berkshire Hathaway Inc Class B BRK.B 1.90%
Federal National Mortgage Association 3% N/A 1.67%

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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 13.84%
1-Month Return 0.60%
3-Month Return 4.27%
1-Year Return 4.27%
3-Year Return 16.30%
5-Year Return 14.56%
10-Year Return 13.88%
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%

Other relevant PRWCX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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