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CAIFX vs MCTRX
CAIFX vs MCTRX Comparison
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CAIFX vs MCTRX Comparison Chart in %
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CAIFX vs. MCTRX commentary
Jun 04, 2026
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 Hold and MCTRX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 127B vs. MCTRX (1.18B). CAIFX pays higher dividends than MCTRX: CAIFX (2.91) vs MCTRX (1.43). CAIFX was incepted earlier than MCTRX: CAIFX (18 years) vs MCTRX (28 years). MCTRX (2.07) is less costly to investors than CAIFX (0.37). CAIFX (50.00) and MCTRX (50.00) have comparable annual turnover. CAIFX has a lower initial minimum investment than MCTRX: CAIFX (250) vs MCTRX (1000). MCTRX annual gain was more profitable for investors over the last year : 24.87 vs. CAIFX (12.81). CAIFX return over 5 years is better than : 37.14 vs. MCTRX (30.08).
| CAIFX | MCTRX | CAIFX / MCTRX | |
| Total Expense Ratio | 0.37 | 2.03 | 18% |
| Annual Report Gross Expense Ratio | 0.37 | 2.07 | 18% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 7.244 | 13.786 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.18B | 10,790% |
| Annual Yield % from dividends | 2.91 | 1.43 | 204% |
| Returns for 1 year | 12.81 | 24.87 | 51% |
| Returns for 3 years | 42.48 | 53.78 | 79% |
| Returns for 5 years | 37.14 | 30.08 | 123% |
| Returns for 10 years | 68.15 | 64.42 | 106% |
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