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

(NASDAQ Mutual Funds) As of Oct 2, 2026 05:49 PM ET

$29.79 USD

+0.16 (0.54%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.32 40
3 months 1.44 31
6 months 4.20 65
1 Year 13.50 34
3 Year 14.19 28
5 Year 6.78 39
10 Year 9.28 33

* 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) 504.42

Load Adjusted Returns as of Aug 31, 2026

1 Year 14.35
5 Year 7.03
10 Year 9.44
Since Inception 9.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.29 7.64 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 8.3116.0811.8317.99-17.2613.3514.5620.74-4.9218.005.91
% Total Return Rel to Index -3.88-2.13-13.18-8.250.94-15.32-3.83-10.74-0.53-3.78-6.02
% Total Return Rel to Peer -0.242.900.204.03-3.500.163.281.970.644.85-0.43
% Perf Quintile vs Peer* 3.001.003.001.005.004.002.002.003.001.004.00
% Dividends 0.290.630.580.510.440.380.410.500.500.440.44
% Yield 0.952.022.182.271.831.191.391.882.101.651.88
Capital Gains ($) 0.001.441.330.440.672.250.840.351.301.140.30
Expense Ratio 0.560.560.550.550.570.530.550.550.550.570.60

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