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TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Spectrum Moderate Allc I
Price$25.50
Change+$0.07 (+0.28%)
VolumeN/A
CapitalizationN/A
TRAIX vs TRPBX Comparison Chart
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TRAIX vs. TRPBX commentary
Nov 23, 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 Buy and TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 65.8B vs. TRPBX (2.07B). 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 (17.26) and TRAIX (17.11) have marching annual gain over last year. TRAIX return over 5 years is better than : 28.98 vs. TRPBX (14.01).
| 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 | 14.159 | 12.292 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.8B | 2.07B | 3,174% |
| Annual Yield % from dividends | 2.08 | 2.76 | 76% |
| Returns for 1 year | 17.11 | 17.26 | 99% |
| Returns for 3 years | 1.35 | -6.87 | -20% |
| Returns for 5 years | 28.98 | 14.01 | 207% |
| Returns for 10 years | N/A | 23.13 | - |