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MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$20.67
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets999.85M
American Funds Capital Income Bldr R4
Price$72.10
Change-$0.15 (-0.21%)
VolumeN/A
Net Assets109.36B
MTOIX vs RIREX Comparison Chart
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MTOIX vs. RIREX commentary
May 02, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 109B vs. MTOIX (1B). MTOIX (3.26) and RIREX (3.12) have matching dividends . MTOIX was incepted earlier than RIREX: MTOIX (21 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 (12.62) and MTOIX (12.31) have marching annual gain over last year. RIREX return over 5 years is better than : 48.47 vs. MTOIX (33.85).
| MTOIX | RIREX | MTOIX / RIREX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.204 | 5.464 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 109B | 1% |
| Annual Yield % from dividends | 3.26 | 3.12 | 105% |
| Returns for 1 year | 12.31 | 12.62 | 98% |
| Returns for 3 years | 21.06 | 19.22 | 110% |
| Returns for 5 years | 33.85 | 48.47 | 70% |
| Returns for 10 years | 29.39 | 36.72 | 80% |
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