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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$21.46
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets1.04B
American Funds Capital Income Bldr R2
Price$76.18
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets115.02B
MTRAX vs RIRBX Comparison Chart in %
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MTRAX vs. RIRBX commentary
Aug 03, 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 MTRAX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 115B vs. MTRAX (1.04B). MTRAX pays higher dividends than RIRBX: MTRAX (2.99) vs RIRBX (2.28). MTRAX was incepted earlier than RIRBX: MTRAX (31 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MTRAX (1.02). RIRBX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). RIRBX has a lower initial minimum investment than MTRAX: RIRBX (250) vs MTRAX (15000). RIRBX annual gain was more profitable for investors over the last year : 10.62 vs. MTRAX (9.99). RIRBX return over 5 years is better than : 43.16 vs. MTRAX (29.23).
| MTRAX | RIRBX | MTRAX / RIRBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.02 | 1.36 | 75% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 8.289 | 11.319 | 73% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 115B | 1% |
| Annual Yield % from dividends | 2.99 | 2.28 | 131% |
| Returns for 1 year | 9.99 | 10.62 | 94% |
| Returns for 3 years | 29.35 | 27.41 | 107% |
| Returns for 5 years | 29.23 | 43.16 | 68% |
| Returns for 10 years | 37.81 | 44.41 | 85% |
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