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MTRAX vs RIRCX
MTRAX vs RIRCX Comparison
Open Charts MTRAX vs RIRCX
NYLI Income Builder
Price$21.46
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets1.04B
American Funds Capital Income Bldr R3
Price$76.17
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets115.31B
MTRAX vs RIRCX Comparison Chart in %
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MTRAX vs. RIRCX commentary
Aug 03, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 115B vs. MTRAX (1.04B). MTRAX pays higher dividends than RIRCX: MTRAX (2.99) vs RIRCX (2.70). MTRAX was incepted earlier than RIRCX: MTRAX (31 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 : 11.12 vs. MTRAX (9.99). RIRCX return over 5 years is better than : 45.65 vs. MTRAX (29.23).
| MTRAX | RIRCX | MTRAX / RIRCX | |
| Total Expense Ratio | 1.02 | 0.91 | 112% |
| Annual Report Gross Expense Ratio | 1.02 | 0.91 | 112% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 8.289 | 11.611 | 71% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 115B | 1% |
| Annual Yield % from dividends | 2.99 | 2.70 | 111% |
| Returns for 1 year | 9.99 | 11.12 | 90% |
| Returns for 3 years | 29.35 | 28.91 | 102% |
| Returns for 5 years | 29.23 | 45.65 | 64% |
| Returns for 10 years | 37.81 | 47.40 | 80% |
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