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MTRAX vs RIRCX
MTRAX vs RIRCX Comparison
Open Charts MTRAX vs RIRCX
NYLI Income Builder
Price$22.62
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.08B
American Funds Capital Income Bldr R3
Price$79.57
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
MTRAX vs RIRCX Comparison Chart in %
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MTRAX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. MTRAX (1.08B). MTRAX (2.71) and RIRCX (2.61) have matching dividends . 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 (12.01) and MTRAX (11.56) have marching annual gain over last year. RIRCX return over 5 years is better than : 50.52 vs. MTRAX (33.92).
| 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 | 14.470 | 17.179 | 84% |
| 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 | 2.61 | 104% |
| Returns for 1 year | 11.56 | 12.01 | 96% |
| Returns for 3 years | 51.61 | 48.49 | 106% |
| Returns for 5 years | 33.92 | 50.52 | 67% |
| Returns for 10 years | 50.62 | 59.71 | 85% |
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