RPBAX vs. TRPBX

In the year-to-date period, RPBAX achieves a 4.55% return, which is significantly higher than TRPBX's 4.03% return. Over the past 10 years, RPBAX has underperformed TRPBX with an annualized return of 3.28%, while TRPBX has yielded a comparatively higher 6.56% annualized return.

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RPBAX has a 0.57% expense ratio, which is higher than TRPBX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Balanced Fund (RPBAX) and T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current RPBAX Sharpe Ratio is 0.29, which is lower than the TRPBX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of RPBAX and TRPBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RPBAX's dividend yield for the trailing twelve months is around 2.11%, less than TRPBX's 2.54% yield.

The maximum RPBAX drawdown since its inception was -44.62%, which is greater than TRPBX's maximum drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for RPBAX and TRPBX. For additional features, visit the drawdowns tool.

T. Rowe Price Balanced Fund (RPBAX) has a higher volatility of 2.83% compared to T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX) at 2.57%. This indicates that RPBAX's price experiences larger fluctuations and is considered to be riskier than TRPBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.