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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$21.01
Change-$0.11 (-0.52%)
VolumeN/A
Net Assets1.05B
American Funds Capital Income Bldr R2
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MTRAX vs RIRBX Comparison Chart
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MTRAX vs. RIRBX commentary
Feb 23, 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 StrongBuy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. MTRAX (1.05B). MTRAX pays higher dividends than RIRBX: MTRAX (2.86) vs RIRBX (2.55). MTRAX was incepted earlier than RIRBX: MTRAX (30 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. MTRAX (56.00). RIRBX has a lower initial minimum investment than MTRAX: RIRBX (250) vs MTRAX (15000). MTRAX annual gain was more profitable for investors over the last year : 14.05 vs. RIRBX (11.30). RIRBX return over 5 years is better than : 24.48 vs. MTRAX (18.94).
| MTRAX | RIRBX | MTRAX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 4.295 | 4.983 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 110B | 1% |
| Annual Yield % from dividends | 2.86 | 2.55 | 112% |
| Returns for 1 year | 14.05 | 11.30 | 124% |
| Returns for 3 years | 16.29 | 11.93 | 137% |
| Returns for 5 years | 18.94 | 24.48 | 77% |
| Returns for 10 years | 28.22 | 31.54 | 89% |
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