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MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$22.91
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.08B
American Funds Capital Income Bldr R4
Price$79.51
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MTOIX vs RIREX Comparison Chart in %
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MTOIX vs. RIREX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 120B vs. MTOIX (1.08B). MTOIX (2.90) and RIREX (2.89) have matching dividends . MTOIX was incepted earlier than RIREX: MTOIX (22 years) vs RIREX (23 years). MTOIX (0.77) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. MTOIX (41.00). RIREX has a lower initial minimum investment than MTOIX: RIREX (250) vs MTOIX (1000000). RIREX (12.33) and MTOIX (11.84) have marching annual gain over last year. RIREX return over 5 years is better than : 52.35 vs. MTOIX (35.65).
| MTOIX | RIREX | MTOIX / RIREX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 14.699 | 17.448 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 120B | 1% |
| Annual Yield % from dividends | 2.90 | 2.89 | 101% |
| Returns for 1 year | 11.84 | 12.33 | 96% |
| Returns for 3 years | 52.83 | 49.73 | 106% |
| Returns for 5 years | 35.65 | 52.35 | 68% |
| Returns for 10 years | 53.85 | 61.98 | 87% |
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