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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$19.57
Change+$0.19 (+0.98%)
VolumeN/A
Net Assets952.86M
American Funds Capital Income Bldr R2
Price$69.17
Change+$0.98 (+1.44%)
VolumeN/A
Net Assets103.34B
MTRAX vs RIRBX Comparison Chart
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MTRAX vs. RIRBX commentary
Apr 12, 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 Buy and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 103B vs. MTRAX (953M). MTRAX pays higher dividends than RIRBX: MTRAX (3.10) vs RIRBX (2.41). MTRAX was incepted earlier than RIRBX: MTRAX (30 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MTRAX (1.02). 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 : 5.85 vs. MTRAX (4.74). RIRBX return over 5 years is better than : 37.48 vs. MTRAX (26.09).
| MTRAX | RIRBX | MTRAX / RIRBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.02 | 1.36 | 75% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -3.225 | 0.638 | -505% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 103B | 1% |
| Annual Yield % from dividends | 3.10 | 2.41 | 129% |
| Returns for 1 year | 4.74 | 5.85 | 81% |
| Returns for 3 years | 9.61 | 7.94 | 121% |
| Returns for 5 years | 26.09 | 37.48 | 70% |
| Returns for 10 years | 19.63 | 27.31 | 72% |