Interact to see
Advertisement
Advertisement
MTOIX vs RIRFX
MTOIX vs RIRFX Comparison
Open Charts MTOIX vs RIRFX
NYLI Income Builder
Price$21.92
Change-$0.13 (-0.59%)
VolumeN/A
Net Assets1.05B
American Funds Capital Income Bldr R5
Price$76.88
Change-$0.32 (-0.41%)
VolumeN/A
Net Assets116.2B
MTOIX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MTOIX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. MTOIX (1.05B). RIRFX (3.25) and MTOIX (3.16) have matching dividends . MTOIX was incepted earlier than RIRFX: MTOIX (22 years) vs RIRFX (23 years). MTOIX (0.77) is less costly to investors than RIRFX (0.31). RIRFX is a more actively managed with annual turnover of: 56.00 vs. MTOIX (41.00). RIRFX has a lower initial minimum investment than MTOIX: RIRFX (250) vs MTOIX (1000000). RIRFX annual gain was more profitable for investors over the last year : 13.92 vs. MTOIX (11.42). RIRFX return over 5 years is better than : 58.55 vs. MTOIX (34.78).
| MTOIX | RIRFX | MTOIX / RIRFX | |
| Total Expense Ratio | 0.77 | 0.31 | 248% |
| Annual Report Gross Expense Ratio | 0.77 | 0.31 | 248% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 9.195 | 13.028 | 71% |
| 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 | 3.25 | 97% |
| Returns for 1 year | 11.42 | 13.92 | 82% |
| Returns for 3 years | 36.67 | 38.34 | 96% |
| Returns for 5 years | 34.78 | 58.55 | 59% |
| Returns for 10 years | 41.23 | 65.51 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement