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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$21.21
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
MTRAX vs RIRBX Comparison Chart
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MTRAX vs. RIRBX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 115B vs. MTRAX (1.03B). MTRAX pays higher dividends than RIRBX: MTRAX (3.08) vs RIRBX (2.33). 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 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 : 13.05 vs. MTRAX (11.59). RIRBX return over 5 years is better than : 44.33 vs. MTRAX (31.91).
| 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 | 6.573 | 10.019 | 66% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 115B | 1% |
| Annual Yield % from dividends | 3.08 | 2.33 | 132% |
| Returns for 1 year | 11.59 | 13.05 | 89% |
| Returns for 3 years | 34.66 | 29.77 | 116% |
| Returns for 5 years | 31.91 | 44.33 | 72% |
| Returns for 10 years | 35.28 | 41.34 | 85% |