Interact to see
Advertisement
Advertisement
TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$38.58
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets70.73B
T. Rowe Price Spectrum Moderate Allc I
Price$26.32
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.08B
TRAIX vs TRPBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRAIX vs. TRPBX commentary
Oct 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 Buy and TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 70.7B vs. TRPBX (2.08B). TRPBX pays higher dividends than TRAIX: TRPBX (2.32) vs TRAIX (2.08). 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 (45.00). 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 : 6.72 vs. TRAIX (3.78). TRAIX return over 5 years is better than : 25.49 vs. TRPBX (15.66).
| 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 | 11.471 | 12.244 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.7B | 2.08B | 3,404% |
| Annual Yield % from dividends | 2.08 | 2.32 | 89% |
| Returns for 1 year | 3.78 | 6.72 | 56% |
| Returns for 3 years | 26.93 | 31.33 | 86% |
| Returns for 5 years | 25.49 | 15.66 | 163% |
| Returns for 10 years | N/A | 43.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement