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TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$37.59
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets69.36B
T. Rowe Price Spectrum Moderate Allc I
Price$25.24
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets2.02B
TRAIX vs TRPBX Comparison Chart in %
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TRAIX vs. TRPBX commentary
Aug 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TRAIX is a Hold and TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 69.4B vs. TRPBX (2.02B). TRPBX pays higher dividends than TRAIX: TRPBX (2.40) vs TRAIX (2.11). TRAIX was incepted earlier than TRPBX: TRAIX (10 years) vs TRPBX (31 years). TRPBX (0.93) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. TRPBX (46.90). TRPBX has a lower initial minimum investment than TRAIX: TRPBX (2500) vs TRAIX (500000). TRPBX annual gain was more profitable for investors over the last year : 5.62 vs. TRAIX (4.00). TRAIX return over 5 years is better than : 22.04 vs. TRPBX (9.73).
| TRAIX | TRPBX | TRAIX / TRPBX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.61 | 0.93 | 66% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 7.888 | 6.404 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4B | 2.02B | 3,436% |
| Annual Yield % from dividends | 2.11 | 2.40 | 88% |
| Returns for 1 year | 4.00 | 5.62 | 71% |
| Returns for 3 years | 14.82 | 16.47 | 90% |
| Returns for 5 years | 22.04 | 9.73 | 227% |
| Returns for 10 years | N/A | 30.13 | - |
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