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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$22.62
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.08B
American Funds Capital Income Bldr R2
Price$79.61
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MTRAX vs RIRBX Comparison Chart in %
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MTRAX vs. RIRBX commentary
Oct 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 MTRAX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 120B vs. MTRAX (1.08B). MTRAX pays higher dividends than RIRBX: MTRAX (2.71) vs RIRBX (2.20). 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). MTRAX (11.56) and RIRBX (11.51) have marching annual gain over last year. RIRBX return over 5 years is better than : 47.83 vs. MTRAX (33.92).
| 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 | 14.470 | 16.787 | 86% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 120B | 1% |
| Annual Yield % from dividends | 2.71 | 2.20 | 123% |
| Returns for 1 year | 11.56 | 11.51 | 101% |
| Returns for 3 years | 51.61 | 46.64 | 111% |
| Returns for 5 years | 33.92 | 47.83 | 71% |
| Returns for 10 years | 50.62 | 56.31 | 90% |
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