Interact to see
Advertisement
Advertisement
CAIFX vs MCTRX
CAIFX vs MCTRX Comparison
Open Charts CAIFX vs MCTRX
American Funds Capital Income Bldr F2
Price$77.09
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets116.28B
NYLI Income Builder
Price$21.94
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.05B
CAIFX vs MCTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. MCTRX commentary
Jul 11, 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 CAIFX is a Buy and MCTRX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 116B vs. MCTRX (1.05B). CAIFX pays higher dividends than MCTRX: CAIFX (3.20) vs MCTRX (1.92). CAIFX was incepted earlier than MCTRX: CAIFX (17 years) vs MCTRX (27 years). MCTRX (2.06) is less costly to investors than CAIFX (0.38). CAIFX is a more actively managed with annual turnover of: 56.00 vs. MCTRX (41.00). CAIFX has a lower initial minimum investment than MCTRX: CAIFX (250) vs MCTRX (1000). CAIFX annual gain was more profitable for investors over the last year : 15.11 vs. MCTRX (11.14). CAIFX return over 5 years is better than : 52.25 vs. MCTRX (27.96).
| CAIFX | MCTRX | CAIFX / MCTRX | |
| Total Expense Ratio | 0.38 | 2.03 | 19% |
| Annual Report Gross Expense Ratio | 0.38 | 2.06 | 18% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 13.451 | 9.130 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.05B | 11,006% |
| Annual Yield % from dividends | 3.20 | 1.92 | 166% |
| Returns for 1 year | 15.11 | 11.14 | 136% |
| Returns for 3 years | 35.98 | 32.21 | 112% |
| Returns for 5 years | 52.25 | 27.96 | 187% |
| Returns for 10 years | 52.73 | 30.32 | 174% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement