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TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$36.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets70.59B
T. Rowe Price Spectrum Moderate Allc I
Price$25.54
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets2.05B
TRAIX vs TRPBX Comparison Chart in %
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TRAIX vs. TRPBX commentary
Jan 14, 2026
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 Hold and TRPBX is a Hold.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 70.6B vs. TRPBX (2.05B). TRPBX pays higher dividends than TRAIX: TRPBX (2.65) vs TRAIX (1.92). TRAIX was incepted earlier than TRPBX: TRAIX (10 years) vs TRPBX (31 years). TRPBX (0.94) 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 : 10.98 vs. TRAIX (5.92). TRAIX return over 5 years is better than : 15.97 vs. TRPBX (5.46).
| TRAIX | TRPBX | TRAIX / TRPBX | |
| Total Expense Ratio | 0.58 | 0.76 | 76% |
| Annual Report Gross Expense Ratio | 0.61 | 0.94 | 65% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 1.036 | 1.915 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 2.05B | 3,452% |
| Annual Yield % from dividends | 1.92 | 2.65 | 72% |
| Returns for 1 year | 5.92 | 10.98 | 54% |
| Returns for 3 years | 24.70 | 28.97 | 85% |
| Returns for 5 years | 15.97 | 5.46 | 293% |
| Returns for 10 years | 78.58 | 55.13 | 143% |
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