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CFIHX vs MTRAX
CFIHX vs MTRAX Comparison
Open Charts CFIHX vs MTRAX
American Funds Capital Income Bldr F3
Price$71.15
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
NYLI Income Builder
Price$20.12
Change-$0.56 (-2.71%)
VolumeN/A
CapitalizationN/A
CFIHX vs MTRAX Comparison Chart
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CFIHX vs. MTRAX 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 MTRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B 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 : 15.01 vs. CFIHX (13.81). CFIHX return over 5 years is better than : 27.41 vs. MTRAX (18.70).
| 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 | 12.352 | 13.544 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.05B | 10,305% |
| Annual Yield % from dividends | 3.59 | 2.86 | 126% |
| Returns for 1 year | 13.81 | 15.01 | 92% |
| Returns for 3 years | 14.12 | 9.82 | 144% |
| Returns for 5 years | 27.41 | 18.70 | 147% |
| Returns for 10 years | N/A | 29.83 | - |
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