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MKTRX vs RIRBX
MKTRX vs RIRBX Comparison
Open Charts MKTRX vs RIRBX
NYLI Income Builder
Price$20.68
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MKTRX vs RIRBX Comparison Chart
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MKTRX vs. RIRBX 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 MKTRX is a Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. MKTRX (1.03B). RIRBX pays higher dividends than MKTRX: RIRBX (2.55) vs MKTRX (1.91). MKTRX was incepted earlier than RIRBX: MKTRX (37 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. MKTRX (56.00). RIRBX has a lower initial minimum investment than MKTRX: RIRBX (250) vs MKTRX (1000). MKTRX annual gain was more profitable for investors over the last year : 12.59 vs. RIRBX (9.89). RIRBX return over 5 years is better than : 19.51 vs. MKTRX (11.32).
| MKTRX | RIRBX | MKTRX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 1.422 | 1.405 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 107B | 1% |
| Annual Yield % from dividends | 1.91 | 2.55 | 75% |
| Returns for 1 year | 12.59 | 9.89 | 127% |
| Returns for 3 years | 5.36 | 5.65 | 95% |
| Returns for 5 years | 11.32 | 19.51 | 58% |
| Returns for 10 years | 20.33 | 30.09 | 68% |
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