Ad is loading...
TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$34.35
Change+$0.48 (+1.42%)
VolumeN/A
Net Assets62.27B
T. Rowe Price Spectrum Moderate Allc I
Price$23.64
Change+$0.25 (+1.07%)
VolumeN/A
Net Assets1.91B
TRAIX vs TRPBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRAIX vs. TRPBX commentary
Apr 25, 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: 62.3B vs. TRPBX (1.91B). TRPBX pays higher dividends than TRAIX: TRPBX (2.52) vs TRAIX (2.28). TRAIX was incepted earlier than TRPBX: TRAIX (9 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 (46.90). 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 : 1.37 vs. TRAIX (-0.94). TRAIX return over 5 years is better than : 24.75 vs. TRPBX (17.19).
| TRAIX | TRPBX | TRAIX / TRPBX | |
| Total Expense Ratio | 0.59 | 0.75 | 79% |
| Annual Report Gross Expense Ratio | 0.61 | 0.93 | 66% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | -2.138 | -1.245 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3B | 1.91B | 3,267% |
| Annual Yield % from dividends | 2.28 | 2.52 | 91% |
| Returns for 1 year | -0.94 | 1.37 | -69% |
| Returns for 3 years | 4.54 | 4.96 | 92% |
| Returns for 5 years | 24.75 | 17.19 | 144% |
| Returns for 10 years | N/A | 18.07 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...