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MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$21.44
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R4
Price$75.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
MTOIX vs RIREX Comparison Chart
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MTOIX vs. RIREX commentary
Jun 07, 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: 113B vs. MTOIX (1.03B). MTOIX pays higher dividends than RIREX: MTOIX (3.28) vs RIREX (3.02). 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 annual gain was more profitable for investors over the last year : 13.01 vs. MTOIX (11.84). RIREX return over 5 years is better than : 42.81 vs. MTOIX (30.33).
| 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 | 6.500 | 9.843 | 66% |
| 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 | 113B | 1% |
| Annual Yield % from dividends | 3.28 | 3.02 | 109% |
| Returns for 1 year | 11.84 | 13.01 | 91% |
| Returns for 3 years | 24.02 | 21.25 | 113% |
| Returns for 5 years | 30.33 | 42.81 | 71% |
| Returns for 10 years | 38.29 | 46.07 | 83% |
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