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CFIHX vs MTRAX
CFIHX vs MTRAX Comparison
Open Charts CFIHX vs MTRAX
American Funds Capital Income Bldr F3
Price$69.91
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
NYLI Income Builder
Price$20.49
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.03B
CFIHX vs MTRAX Comparison Chart
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CFIHX vs. MTRAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 107B vs. MTRAX (1.03B). 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 : 13.73 vs. CFIHX (11.08). CFIHX return over 5 years is better than : 24.07 vs. MTRAX (16.10).
| 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 | 1.436 | 1.486 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.03B | 10,368% |
| Annual Yield % from dividends | 3.59 | 2.86 | 126% |
| Returns for 1 year | 11.08 | 13.73 | 81% |
| Returns for 3 years | 8.23 | 8.54 | 96% |
| Returns for 5 years | 24.07 | 16.10 | 149% |
| Returns for 10 years | N/A | 28.48 | - |