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MTRAX vs RIRCX
MTRAX vs RIRCX Comparison
Open Charts MTRAX vs RIRCX
NYLI Income Builder
Price$21.21
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R3
Price$75.23
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
MTRAX vs RIRCX Comparison Chart
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MTRAX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 115B vs. MTRAX (1.03B). MTRAX pays higher dividends than RIRCX: MTRAX (3.08) vs RIRCX (2.74). MTRAX was incepted earlier than RIRCX: MTRAX (30 years) vs RIRCX (23 years). MTRAX (1.02) is less costly to investors than RIRCX (0.91). RIRCX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). RIRCX has a lower initial minimum investment than MTRAX: RIRCX (250) vs MTRAX (15000). RIRCX annual gain was more profitable for investors over the last year : 13.55 vs. MTRAX (11.59). RIRCX return over 5 years is better than : 46.72 vs. MTRAX (31.91).
| MTRAX | RIRCX | MTRAX / RIRCX | |
| Total Expense Ratio | 1.02 | 0.91 | 112% |
| Annual Report Gross Expense Ratio | 1.02 | 0.91 | 112% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 6.573 | 10.233 | 64% |
| 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 | 2.74 | 112% |
| Returns for 1 year | 11.59 | 13.55 | 86% |
| Returns for 3 years | 34.66 | 31.29 | 111% |
| Returns for 5 years | 31.91 | 46.72 | 68% |
| Returns for 10 years | 35.28 | 44.10 | 80% |
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