Back to top
more

T. Rowe Price Balanced Fund, Inc.: (MF: RPBAX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:45 PM ET

$29.66 USD

+0.06 (0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.47 37
3 months 2.30 47
6 months 6.01 36
1 Year 19.72 36
3 Year 14.14 32
5 Year 7.06 40
10 Year 9.31 32

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 87.36
Bear Market (10/07 - 2/09) -37.76
Bull Market (2/09 - 3/21) 482.98

Load Adjusted Returns as of Apr 30, 2026

1 Year 13.36
5 Year 6.57
10 Year 8.78
Since Inception 9.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.29 NA NA NA
2025 1.07 6.71 5.01 2.48
2024 6.01 1.95 5.49 -1.93
2023 5.80 4.81 -2.95 9.64
2022 -5.67 -12.63 -5.78 6.56
2021 3.15 5.35 0.06 4.23

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.4716.0811.8317.99-17.2613.3514.5620.74-4.9218.005.91
% Total Return Rel to Index 3.03-2.13-13.18-8.250.94-15.32-3.83-10.74-0.53-3.78-6.02
% Total Return Rel to Peer 0.212.900.204.03-3.500.163.281.970.644.85-0.43
% Perf Quintile vs Peer* 3.001.003.001.005.004.002.002.003.001.004.00
% Dividends 0.120.630.580.510.440.380.410.500.500.440.44
% Yield 2.112.022.012.251.821.181.381.872.091.641.87
Capital Gains ($) 0.001.441.330.440.672.250.840.351.301.140.30
Expense Ratio 0.000.560.550.550.570.530.550.550.550.570.60

* 1 = Top 20%, 5 = Bottom 20%