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TRAIX vs TRPBX
TRAIX vs TRPBX Comparison
Open Charts TRAIX vs TRPBX
T. Rowe Price Capital Appreciation I
Price$38.56
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets71.07B
T. Rowe Price Spectrum Moderate Allc I
Price$26.23
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.07B
TRAIX vs TRPBX Comparison Chart in %
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TRAIX vs. TRPBX commentary
Oct 19, 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 Hold and TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 71.1B vs. TRPBX (2.07B). TRPBX pays higher dividends than TRAIX: TRPBX (2.32) vs TRAIX (2.08). TRAIX was incepted earlier than TRPBX: TRAIX (10 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 (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 : 5.81 vs. TRAIX (2.56). TRAIX return over 5 years is better than : 21.48 vs. TRPBX (12.31).
| TRAIX | TRPBX | TRAIX / TRPBX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.61 | 0.93 | 66% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 11.413 | 11.860 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.1B | 2.07B | 3,441% |
| Annual Yield % from dividends | 2.08 | 2.32 | 89% |
| Returns for 1 year | 2.56 | 5.81 | 44% |
| Returns for 3 years | 29.43 | 33.98 | 87% |
| Returns for 5 years | 21.48 | 12.31 | 175% |
| Returns for 10 years | N/A | 40.39 | - |
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