Ad is loading...
MTOIX vs RIRFX
MTOIX vs RIRFX Comparison
Open Charts MTOIX vs RIRFX
NYLI Income Builder
Price$20.75
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MTOIX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTOIX vs. RIRFX commentary
Jan 19, 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 Hold and RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MTOIX (1.03B). RIRFX pays higher dividends than MTOIX: RIRFX (3.55) vs MTOIX (3.05). MTOIX was incepted earlier than RIRFX: MTOIX (21 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MTOIX (56.00). RIRFX has a lower initial minimum investment than MTOIX: RIRFX (250) vs MTOIX (1000000). MTOIX annual gain was more profitable for investors over the last year : 14.06 vs. RIRFX (11.02). RIRFX return over 5 years is better than : 31.07 vs. MTOIX (17.52).
| MTOIX | RIRFX | MTOIX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 1.517 | 1.435 | 106% |
| 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 | 107B | 1% |
| Annual Yield % from dividends | 3.05 | 3.55 | 86% |
| Returns for 1 year | 14.06 | 11.02 | 128% |
| Returns for 3 years | 9.34 | 11.17 | 84% |
| Returns for 5 years | 17.52 | 31.07 | 56% |
| Returns for 10 years | 31.16 | 47.95 | 65% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers