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MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$20.75
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R4
Price$69.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MTOIX vs RIREX Comparison Chart
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MTOIX vs. RIREX 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 MTOIX is a Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. MTOIX (1.03B). RIREX pays higher dividends than MTOIX: RIREX (3.26) vs MTOIX (3.05). MTOIX was incepted earlier than RIREX: MTOIX (21 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. MTOIX (56.00). RIREX has a lower initial minimum investment than MTOIX: RIREX (250) vs MTOIX (1000000). MTOIX annual gain was more profitable for investors over the last year : 14.06 vs. RIREX (10.71). RIREX return over 5 years is better than : 22.59 vs. MTOIX (17.52).
| MTOIX | RIREX | MTOIX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 1.517 | 1.436 | 106% |
| 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 | 107B | 1% |
| Annual Yield % from dividends | 3.05 | 3.26 | 94% |
| Returns for 1 year | 14.06 | 10.71 | 131% |
| Returns for 3 years | 9.34 | 7.41 | 126% |
| Returns for 5 years | 17.52 | 22.59 | 78% |
| Returns for 10 years | 31.16 | 34.07 | 91% |
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