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CAIFX vs MCTRX
CAIFX vs MCTRX Comparison
Open Charts CAIFX vs MCTRX
American Funds Capital Income Bldr F2
Price$71.00
Change-$1.19 (-1.65%)
VolumeN/A
Net Assets109.78B
NYLI Income Builder
Price$20.30
Change-$0.46 (-2.22%)
VolumeN/A
Net Assets1.02B
CAIFX vs MCTRX Comparison Chart
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CAIFX vs. MCTRX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 110B vs. MCTRX (1.02B). CAIFX pays higher dividends than MCTRX: CAIFX (3.37) vs MCTRX (2.02). 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 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 : 8.60 vs. MCTRX (6.31). CAIFX return over 5 years is better than : 55.56 vs. MCTRX (32.96).
| 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 | 3.792 | 0.349 | 1,085% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.02B | 10,816% |
| Annual Yield % from dividends | 3.37 | 2.02 | 166% |
| Returns for 1 year | 8.60 | 6.31 | 136% |
| Returns for 3 years | 12.33 | 7.91 | 156% |
| Returns for 5 years | 55.56 | 32.96 | 169% |
| Returns for 10 years | 37.72 | 17.24 | 219% |
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