Is T. Rowe Price Capital Appreciation Fund (PRWCX) a Strong Mutual Fund Pick Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 06 2024
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Source: NASDAQ.COM
Fund Overview: The T. Rowe Price Capital Appreciation Fund (PRWCX) is an All Cap Value fund with a strong Zacks Mutual Fund Rank of 1, focusing on larger companies while targeting undervalued firms. It has delivered solid returns, including an annualized total return of 11.1% over five years.
Performance Metrics: PRWCX has a lower expense ratio of 0.70% compared to its peers and requires a minimum investment of $2,500. Despite being more volatile than its category average, it offers competitive performance metrics and lower costs, making it a potential choice for investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
