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MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$22.56
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.05B
American Funds Capital Income Bldr R4
Price$78.98
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
MTOIX vs RIREX Comparison Chart in %
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MTOIX vs. RIREX commentary
Nov 20, 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: 119B vs. MTOIX (1.05B). MTOIX (2.94) and RIREX (2.89) have matching dividends . MTOIX was incepted earlier than RIREX: MTOIX (22 years) vs RIREX (24 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 annual gain was more profitable for investors over the last year : 13.02 vs. MTOIX (11.34). RIREX return over 5 years is better than : 46.33 vs. MTOIX (29.54).
| 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 | 24 years | - |
| Gain YTD | 13.179 | 16.665 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 119B | 1% |
| Annual Yield % from dividends | 2.94 | 2.89 | 102% |
| Returns for 1 year | 11.34 | 13.02 | 87% |
| Returns for 3 years | 39.02 | 36.76 | 106% |
| Returns for 5 years | 29.54 | 46.33 | 64% |
| Returns for 10 years | 50.76 | 61.04 | 83% |
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