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CFIHX vs MTRAX
CFIHX vs MTRAX Comparison
Open Charts CFIHX vs MTRAX
American Funds Capital Income Bldr F3
Price$69.06
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
NYLI Income Builder
Price$19.57
Change+$0.19 (+0.98%)
VolumeN/A
Net Assets952.86M
CFIHX vs MTRAX Comparison Chart
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CFIHX vs. MTRAX commentary
Apr 12, 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 CFIHX is a Hold and MTRAX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 103B vs. MTRAX (953M). CFIHX pays higher dividends than MTRAX: CFIHX (3.47) vs MTRAX (3.10). CFIHX was incepted earlier than MTRAX: CFIHX (8 years) vs MTRAX (30 years). MTRAX (1.02) is less costly to investors than CFIHX (0.27). MTRAX has a lower initial minimum investment than CFIHX: MTRAX (15000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 6.99 vs. MTRAX (4.74). CFIHX return over 5 years is better than : 43.13 vs. MTRAX (26.09).
| CFIHX | MTRAX | CFIHX / MTRAX | |
| Total Expense Ratio | 0.27 | 1.02 | 26% |
| Annual Report Gross Expense Ratio | 0.27 | 1.02 | 26% |
| Fund Existence | 8 years | 30 years | - |
| Gain YTD | 0.924 | -3.225 | -29% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 953M | 10,808% |
| Annual Yield % from dividends | 3.47 | 3.10 | 112% |
| Returns for 1 year | 6.99 | 4.74 | 147% |
| Returns for 3 years | 10.81 | 9.61 | 112% |
| Returns for 5 years | 43.13 | 26.09 | 165% |
| Returns for 10 years | N/A | 19.63 | - |
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