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TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$34.88
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Spectrum Moderate Allc I
Price$23.91
Change+$0.08 (+0.34%)
VolumeN/A
CapitalizationN/A
TRAIX vs TRPBX Comparison Chart
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TRAIX vs. TRPBX commentary
Dec 24, 2024
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 StrongBuy and TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 64.6B vs. TRPBX (2.03B). TRPBX pays higher dividends than TRAIX: TRPBX (2.76) vs TRAIX (2.08). TRAIX was incepted earlier than TRPBX: TRAIX (9 years) vs TRPBX (30 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 : 6.66 vs. TRAIX (5.70). TRAIX return over 5 years is better than : 20.94 vs. TRPBX (6.98).
| TRAIX | TRPBX | TRAIX / TRPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 5.200 | 6.107 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.6B | 2.03B | 3,182% |
| Annual Yield % from dividends | 2.08 | 2.76 | 76% |
| Returns for 1 year | 5.70 | 6.66 | 86% |
| Returns for 3 years | 0.92 | -3.98 | -23% |
| Returns for 5 years | 20.94 | 6.98 | 300% |
| Returns for 10 years | N/A | 24.95 | - |
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