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CAIFX vs MCTRX
CAIFX vs MCTRX Comparison
Open Charts CAIFX vs MCTRX
American Funds Capital Income Bldr F2
Price$76.84
Change+$0.77 (+1.01%)
VolumeN/A
Net Assets116.2B
NYLI Income Builder
Price$21.82
Change+$0.19 (+0.88%)
VolumeN/A
Net Assets1.04B
CAIFX vs MCTRX Comparison Chart in %
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CAIFX vs. MCTRX commentary
Aug 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 116B vs. MCTRX (1.04B). CAIFX pays higher dividends than MCTRX: CAIFX (3.20) vs MCTRX (1.94). 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 : 13.36 vs. MCTRX (9.57). CAIFX return over 5 years is better than : 48.40 vs. MCTRX (22.14).
| 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 | 13.083 | 7.661 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.04B | 11,208% |
| Annual Yield % from dividends | 3.20 | 1.94 | 165% |
| Returns for 1 year | 13.36 | 9.57 | 140% |
| Returns for 3 years | 31.62 | 25.32 | 125% |
| Returns for 5 years | 48.40 | 22.14 | 219% |
| Returns for 10 years | 53.08 | 29.10 | 182% |