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MKTRX vs RIRFX
MKTRX vs RIRFX Comparison
Open Charts MKTRX vs RIRFX
NYLI Income Builder
Price$20.68
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MKTRX vs RIRFX Comparison Chart
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MKTRX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MKTRX (1.03B). RIRFX pays higher dividends than MKTRX: RIRFX (3.55) vs MKTRX (1.91). MKTRX was incepted earlier than RIRFX: MKTRX (37 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MKTRX (56.00). RIRFX has a lower initial minimum investment than MKTRX: RIRFX (250) vs MKTRX (1000). MKTRX annual gain was more profitable for investors over the last year : 12.59 vs. RIRFX (11.02). RIRFX return over 5 years is better than : 31.07 vs. MKTRX (11.32).
| MKTRX | RIRFX | MKTRX / RIRFX | |
| 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 | 1.435 | 99% |
| 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 | 3.55 | 54% |
| Returns for 1 year | 12.59 | 11.02 | 114% |
| Returns for 3 years | 5.36 | 11.17 | 48% |
| Returns for 5 years | 11.32 | 31.07 | 36% |
| Returns for 10 years | 20.33 | 47.95 | 42% |
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