Ratio and Root Tests: Fresh Take

  • Use the ratio test to check if a series converges absolutely
  • Use the root test to check if a series converges absolutely

Ratio Test

The Main Idea 

The ratio test gives you a systematic way to determine convergence by examining how consecutive terms in your series relate to each other. Instead of hunting for comparison series, you can work directly with the series you’re given.

The Test: For a series [latex]\displaystyle\sum_{n=1}^{\infty}{a}{n}[/latex], calculate [latex]\rho = \lim{n\to \infty}\left|\frac{a_{n+1}}{a_{n}}\right|[/latex].

The Three Outcomes:

  • [latex]\rho < 1[/latex]: Series converges absolutely
  • [latex]\rho > 1[/latex]: Series diverges
  • [latex]\rho = 1[/latex]: Test is inconclusive – try a different approach

When to use it: The ratio test works particularly well for series containing factorials or exponentials because the ratios often simplify nicely. You’ll find that many terms cancel out, making your calculations much cleaner than they initially appear.

Don’t forget the absolute value bars when calculating [latex]\rho[/latex]. Even if your series has alternating signs, you need [latex]\left|\frac{a_{n+1}}{a_{n}}\right|[/latex] for the test to work properly.

If [latex]\rho = 1[/latex], the ratio test gives no information. This happens with [latex]p[/latex]-series and other series where consecutive terms don’t have a clear multiplicative relationship. When this occurs, consider using the integral test or comparison tests instead.

Use the ratio test to determine whether the series [latex]\displaystyle\sum _{n=1}^{\infty }\frac{{n}^{3}}{{3}^{n}}[/latex] converges or diverges.

Watch the following video to see the worked solution to the above example.

For closed captioning, open the video on its original page by clicking the Youtube logo in the lower right-hand corner of the video display. In YouTube, the video will begin at the same starting point as this clip, but will continue playing until the very end.You can view the transcript for this segmented clip of “5.6.1” here (opens in new window).

Root Test

The Main Idea 

The root test provides another way to test convergence by examining the nth root of your terms instead of ratios between consecutive terms. This test is particularly useful when your series terms involve expressions raised to the nth power.

The Test: For a series [latex]\displaystyle\sum_{n=1}^{\infty}{a}{n}[/latex], calculate [latex]\rho = \lim{n\to \infty}\sqrt[n]{|a_{n}|}[/latex].

The Three Outcomes:

  • [latex]\rho < 1[/latex]: Series converges absolutely
  • [latex]\rho > 1[/latex]: Series diverges
  • [latex]\rho = 1[/latex]: Test is inconclusive

When the root test excels: Use this test when your terms have the form [latex]|a_n| = b_n^n[/latex] for some sequence [latex]b_n[/latex]. In these cases, [latex]\sqrt[n]{|a_n|} = b_n[/latex], so you only need to find [latex]\lim_{n\to \infty} b_n[/latex]. This makes the root test much simpler than the ratio test for such series.

The root test works because [latex]\sqrt[n]{|a_n|} \approx \rho[/latex] means [latex]|a_n| \approx \rho^n[/latex] for large n. This transforms your series into something that behaves like a geometric series [latex]\sum \rho^n[/latex], which converges when [latex]\rho < 1[/latex] and diverges when [latex]\rho > 1[/latex].

Root vs. Ratio: Both tests give the same results when they’re both conclusive, but each has its strengths:

  • Use the root test for terms with nth powers
  • Use the ratio test for terms with factorials or simple exponentials

Just like the ratio test, when [latex]\rho = 1[/latex], you get no information. This happens with p-series and other “boundary cases” where the test can’t distinguish between convergence and divergence.

Use the root test to determine whether the series [latex]\displaystyle\sum _{n=1}^{\infty }\frac{1}{{n}^{n}}[/latex] converges or diverges.

Watch the following video to see the worked solution to the above example.

For closed captioning, open the video on its original page by clicking the Youtube logo in the lower right-hand corner of the video display. In YouTube, the video will begin at the same starting point as this clip, but will continue playing until the very end.

You can view the transcript for this segmented clip of “5.6.2” here (opens in new window).

Choosing a Convergence Test

The Main Idea 

With multiple convergence tests available, success comes from having a systematic strategy rather than randomly trying different approaches. Each test has specific strengths, and knowing when to use which one saves time and effort.

Problem-Solving Strategy:

Step 1: Check for familiar series – Start by looking for series you already know the behavior of: geometric series [latex]\sum ar^{n-1}[/latex], p-series [latex]\sum \frac{1}{n^p}[/latex], or the harmonic series [latex]\sum \frac{1}{n}[/latex].

Step 2: Handle alternating series – If your series has terms that alternate in sign, you have options. Use the alternating series test if you only need to know convergence. If you need absolute convergence, work with [latex]\sum |a_n|[/latex] and continue to Step 3.

Step 3: Look for comparison opportunities – When your series behaves similarly to a p-series or geometric series for large n, try the comparison test or limit comparison test. This works well when you can approximate your terms.

Step 4: Identify factorials and exponentials – These are your cues for specific tests:

  • If [latex]a_n = b_n^n[/latex], use the root test
  • If you see factorials or other exponentials, use the ratio test

Step 5: Use your remaining tools – Apply the divergence test (if [latex]\lim_{n\to\infty} a_n \neq 0[/latex], you’re done – the series diverges). If that’s inconclusive, try the integral test.

The comparison and limit comparison tests often require the most mathematical intuition – you need to “guess” what your series behaves like. The ratio and root tests are more mechanical but work best on specific types of series.

Remember: When dealing with series that have negative terms, most tests (except the alternating series test and divergence test) require you to work with [latex]\sum |a_n|[/latex] to test for absolute convergence.

Visit this website for more information on testing series for convergence, plus general information on sequences and series.

For the series [latex]\displaystyle\sum _{n=1}^{\infty }\frac{{2}^{n}}{{3}^{n}+n}[/latex], determine which convergence test is the best to use and explain why.

Watch the following video to see the worked solution to the above example.

For closed captioning, open the video on its original page by clicking the Youtube logo in the lower right-hand corner of the video display. In YouTube, the video will begin at the same starting point as this clip, but will continue playing until the very end.

You can view the transcript for this segmented clip of “Mixed Convergence Tests” here (opens in new window).