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CFIHX vs MTRAX
CFIHX vs MTRAX Comparison
Open Charts CFIHX vs MTRAX
American Funds Capital Income Bldr F3
Price$71.85
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
NYLI Income Builder
Price$20.55
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
CFIHX vs MTRAX Comparison Chart
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CFIHX vs. MTRAX commentary
Nov 18, 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 MTRAX is a Sell.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 107B vs. MTRAX (1.05B). CFIHX pays higher dividends than MTRAX: CFIHX (3.59) vs MTRAX (2.86). CFIHX was incepted earlier than MTRAX: CFIHX (8 years) vs MTRAX (30 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. MTRAX (56.00). MTRAX has a lower initial minimum investment than CFIHX: MTRAX (15000) vs CFIHX (1000000). MTRAX annual gain was more profitable for investors over the last year : 20.45 vs. CFIHX (18.29). CFIHX return over 5 years is better than : 28.62 vs. MTRAX (14.82).
| CFIHX | MTRAX | CFIHX / MTRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 30 years | - |
| Gain YTD | 10.962 | 12.529 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.05B | 10,200% |
| Annual Yield % from dividends | 3.59 | 2.86 | 126% |
| Returns for 1 year | 18.29 | 20.45 | 89% |
| Returns for 3 years | 12.58 | 1.94 | 650% |
| Returns for 5 years | 28.62 | 14.82 | 193% |
| Returns for 10 years | N/A | 21.41 | - |
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