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CFIHX vs MKTRX
CFIHX vs MKTRX Comparison
Open Charts CFIHX vs MKTRX
American Funds Capital Income Bldr F3
Price$71.15
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
NYLI Income Builder
Price$20.32
Change-$0.54 (-2.59%)
VolumeN/A
CapitalizationN/A
CFIHX vs MKTRX Comparison Chart
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CFIHX vs. MKTRX commentary
Dec 19, 2024
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 CFIHX is a Buy and MKTRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B vs. MKTRX (1.05B). CFIHX pays higher dividends than MKTRX: CFIHX (3.59) vs MKTRX (1.91). CFIHX was incepted earlier than MKTRX: CFIHX (8 years) vs MKTRX (37 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. MKTRX (56.00). MKTRX has a lower initial minimum investment than CFIHX: MKTRX (1000) vs CFIHX (1000000). CFIHX (13.81) and MKTRX (13.81) have marching annual gain over last year. CFIHX return over 5 years is better than : 27.41 vs. MKTRX (13.78).
| CFIHX | MKTRX | CFIHX / MKTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 12.352 | 12.393 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.05B | 10,305% |
| Annual Yield % from dividends | 3.59 | 1.91 | 188% |
| Returns for 1 year | 13.81 | 13.81 | 100% |
| Returns for 3 years | 14.12 | 6.59 | 214% |
| Returns for 5 years | 27.41 | 13.78 | 199% |
| Returns for 10 years | N/A | 21.52 | - |
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