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TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$37.94
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets69.41B
T. Rowe Price Spectrum Moderate Allc I
Price$26.11
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets2.07B
TRAIX vs TRPBX Comparison Chart in %
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TRAIX vs. TRPBX commentary
Sep 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 69.4B vs. TRPBX (2.07B). TRPBX pays higher dividends than TRAIX: TRPBX (2.35) vs TRAIX (2.10). 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 : 6.76 vs. TRAIX (3.09). TRAIX return over 5 years is better than : 24.83 vs. TRPBX (14.42).
| 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 | 9.621 | 10.906 | 88% |
| 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 | 2.07B | 3,361% |
| Annual Yield % from dividends | 2.10 | 2.35 | 89% |
| Returns for 1 year | 3.09 | 6.76 | 46% |
| Returns for 3 years | 21.77 | 26.19 | 83% |
| Returns for 5 years | 24.83 | 14.42 | 172% |
| Returns for 10 years | N/A | 40.83 | - |
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