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MTOIX vs RIRFX
MTOIX vs RIRFX Comparison
Open Charts MTOIX vs RIRFX
NYLI Income Builder
Price$20.51
Change+$0.25 (+1.23%)
VolumeN/A
Net Assets979.97M
American Funds Capital Income Bldr R5
Price$71.47
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
MTOIX vs RIRFX Comparison Chart
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MTOIX vs. RIRFX commentary
Apr 25, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MTOIX (980M). RIRFX (3.42) and MTOIX (3.30) have matching dividends . MTOIX was incepted earlier than RIRFX: MTOIX (21 years) vs RIRFX (23 years). MTOIX (0.77) is less costly to investors than RIRFX (0.31). RIRFX has a lower initial minimum investment than MTOIX: RIRFX (250) vs MTOIX (1000000). RIRFX (11.01) and MTOIX (10.68) have marching annual gain over last year. RIRFX return over 5 years is better than : 55.84 vs. MTOIX (32.40).
| MTOIX | RIRFX | MTOIX / RIRFX | |
| Total Expense Ratio | 0.77 | 0.31 | 248% |
| Annual Report Gross Expense Ratio | 0.77 | 0.31 | 248% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 1.217 | 4.359 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 980M | 107B | 1% |
| Annual Yield % from dividends | 3.30 | 3.42 | 96% |
| Returns for 1 year | 10.68 | 11.01 | 97% |
| Returns for 3 years | 17.11 | 18.91 | 90% |
| Returns for 5 years | 32.40 | 55.84 | 58% |
| Returns for 10 years | 26.81 | 48.19 | 56% |
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