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MTOIX vs RIRFX
MTOIX vs RIRFX Comparison
Open Charts MTOIX vs RIRFX
NYLI Income Builder
Price$21.91
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.04B
American Funds Capital Income Bldr R5
Price$77.35
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
MTOIX vs RIRFX Comparison Chart in %
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MTOIX vs. RIRFX commentary
Aug 08, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 116B vs. MTOIX (1.04B). RIRFX (3.25) and MTOIX (3.19) 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 : 16.03 vs. MTOIX (13.77). RIRFX return over 5 years is better than : 55.89 vs. MTOIX (30.33).
| 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 | 9.337 | 13.719 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 116B | 1% |
| Annual Yield % from dividends | 3.19 | 3.25 | 98% |
| Returns for 1 year | 13.77 | 16.03 | 86% |
| Returns for 3 years | 31.09 | 34.52 | 90% |
| Returns for 5 years | 30.33 | 55.89 | 54% |
| Returns for 10 years | 42.44 | 66.94 | 63% |
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