Ad is loading...
TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$35.74
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets66.07B
T. Rowe Price Spectrum Moderate Allc I
Price$24.41
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets2.05B
TRAIX vs TRPBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRAIX vs. TRPBX commentary
Jan 24, 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 StrongBuy and TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 66.1B vs. TRPBX (2.05B). 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 : 8.75 vs. TRAIX (7.11). TRAIX return over 5 years is better than : 20.37 vs. TRPBX (7.68).
| 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 | 3.005 | 2.397 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 2.05B | 3,223% |
| Annual Yield % from dividends | 2.08 | 2.76 | 76% |
| Returns for 1 year | 7.11 | 8.75 | 81% |
| Returns for 3 years | 7.84 | 2.66 | 294% |
| Returns for 5 years | 20.37 | 7.68 | 265% |
| Returns for 10 years | N/A | 27.28 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers