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MTOIX vs RIRBX
MTOIX vs RIRBX Comparison
Open Charts MTOIX vs RIRBX
NYLI Income Builder
Price$21.44
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R2
Price$75.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
MTOIX vs RIRBX Comparison Chart
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MTOIX vs. RIRBX commentary
Jun 07, 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 MTOIX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 113B vs. MTOIX (1.03B). MTOIX pays higher dividends than RIRBX: MTOIX (3.28) vs RIRBX (2.33). MTOIX was incepted earlier than RIRBX: MTOIX (21 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MTOIX (0.77). RIRBX is a more actively managed with annual turnover of: 56.00 vs. MTOIX (41.00). RIRBX has a lower initial minimum investment than MTOIX: RIRBX (250) vs MTOIX (1000000). RIRBX (12.19) and MTOIX (11.84) have marching annual gain over last year. RIRBX return over 5 years is better than : 38.97 vs. MTOIX (30.33).
| MTOIX | RIRBX | MTOIX / RIRBX | |
| Total Expense Ratio | 0.77 | 1.36 | 57% |
| Annual Report Gross Expense Ratio | 0.77 | 1.36 | 57% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 6.500 | 9.499 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 113B | 1% |
| Annual Yield % from dividends | 3.28 | 2.33 | 141% |
| Returns for 1 year | 11.84 | 12.19 | 97% |
| Returns for 3 years | 24.02 | 19.10 | 126% |
| Returns for 5 years | 30.33 | 38.97 | 78% |
| Returns for 10 years | 38.29 | 41.45 | 92% |
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