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MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$21.92
Change-$0.13 (-0.59%)
VolumeN/A
Net Assets1.05B
American Funds Capital Income Bldr R4
Price$76.84
Change-$0.32 (-0.41%)
VolumeN/A
Net Assets116.2B
MTOIX vs RIREX Comparison Chart in %
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MTOIX vs. RIREX commentary
Jul 13, 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: 116B vs. MTOIX (1.05B). MTOIX pays higher dividends than RIREX: MTOIX (3.16) vs RIREX (2.97). 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 annual gain was more profitable for investors over the last year : 13.59 vs. MTOIX (11.42). RIREX return over 5 years is better than : 50.21 vs. MTOIX (34.78).
| 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 | 9.195 | 12.851 | 72% |
| 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 | 116B | 1% |
| Annual Yield % from dividends | 3.16 | 2.97 | 106% |
| Returns for 1 year | 11.42 | 13.59 | 84% |
| Returns for 3 years | 36.67 | 34.96 | 105% |
| Returns for 5 years | 34.78 | 50.21 | 69% |
| Returns for 10 years | 41.23 | 49.76 | 83% |
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