RPBAX vs. TSAIX
Compare and contrast key facts about T. Rowe Price Balanced Fund (RPBAX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
RPBAX is managed by T. Rowe Price. It was launched on Dec 29, 1939. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
RPBAX vs. TSAIX - Performance Comparison
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RPBAX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | -3.21% | 16.06% | 11.71% | 18.01% | -17.28% | 13.29% | 14.54% | 20.75% | -4.89% | 12.58% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, RPBAX achieves a -3.21% return, which is significantly higher than TSAIX's -5.91% return. Over the past 10 years, RPBAX has underperformed TSAIX with an annualized return of 7.99%, while TSAIX has yielded a comparatively higher 10.54% annualized return.
RPBAX
- 1D
- 0.07%
- 1M
- -6.89%
- YTD
- -3.21%
- 6M
- -0.84%
- 1Y
- 11.14%
- 3Y*
- 11.85%
- 5Y*
- 6.11%
- 10Y*
- 7.99%
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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RPBAX vs. TSAIX - Expense Ratio Comparison
RPBAX has a 0.57% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
RPBAX vs. TSAIX — Risk / Return Rank
RPBAX
TSAIX
RPBAX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Balanced Fund (RPBAX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). 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.
| RPBAX | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.92 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.37 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.08 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.55 | 4.80 | +0.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RPBAX | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.92 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.46 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.60 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.65 | +0.03 |
Correlation
The correlation between RPBAX and TSAIX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RPBAX vs. TSAIX - Dividend Comparison
RPBAX's dividend yield for the trailing twelve months is around 7.64%, less than TSAIX's 7.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | 7.64% | 7.30% | 7.28% | 3.80% | 5.03% | 9.33% | 4.59% | 3.41% | 8.42% | 1.69% | 2.96% | 7.32% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
RPBAX vs. TSAIX - Drawdown Comparison
The maximum RPBAX drawdown since its inception was -40.79%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for RPBAX and TSAIX.
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Drawdown Indicators
| RPBAX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.79% | -34.58% | -6.21% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -11.72% | +3.53% |
Max Drawdown (5Y)Largest decline over 5 years | -23.45% | -28.28% | +4.83% |
Max Drawdown (10Y)Largest decline over 10 years | -25.49% | -34.58% | +9.09% |
Current DrawdownCurrent decline from peak | -7.08% | -10.28% | +3.20% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -4.96% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 2.77% | -0.93% |
Volatility
RPBAX vs. TSAIX - Volatility Comparison
The current volatility for T. Rowe Price Balanced Fund (RPBAX) is 3.65%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that RPBAX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPBAX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 5.29% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 9.81% | -3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.01% | 17.09% | -6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.90% | 16.15% | -5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.58% | 17.59% | -6.01% |