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TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$35.29
Change-$0.32 (-0.90%)
VolumeN/A
Net Assets65.45B
T. Rowe Price Spectrum Moderate Allc I
Price$24.46
Change-$0.20 (-0.81%)
VolumeN/A
Net Assets2.04B
TRAIX vs TRPBX Comparison Chart
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TRAIX vs. TRPBX commentary
Feb 23, 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: 65.5B vs. TRPBX (2.04B). TRPBX pays higher dividends than TRAIX: TRPBX (2.76) vs TRAIX (2.08). TRAIX was incepted earlier than TRPBX: TRAIX (9 years) vs TRPBX (31 years). TRPBX (65.50) and TRAIX (65.10) have comparable annual turnover. 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 : 6.15 vs. TRAIX (2.97). TRAIX return over 5 years is better than : 18.38 vs. TRPBX (7.56).
| TRAIX | TRPBX | TRAIX / TRPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | 1.965 | 2.860 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5B | 2.04B | 3,209% |
| Annual Yield % from dividends | 2.08 | 2.76 | 76% |
| Returns for 1 year | 2.97 | 6.15 | 48% |
| Returns for 3 years | 7.74 | 4.98 | 155% |
| Returns for 5 years | 18.38 | 7.56 | 243% |
| Returns for 10 years | N/A | 24.64 | - |
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