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MTRAX vs RIRCX
MTRAX vs RIRCX Comparison
Open Charts MTRAX vs RIRCX
NYLI Income Builder
Price$20.80
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets1.01B
American Funds Capital Income Bldr R3
Price$73.78
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
MTRAX vs RIRCX Comparison Chart
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MTRAX vs. RIRCX commentary
May 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 Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 111B vs. MTRAX (1.01B). MTRAX pays higher dividends than RIRCX: MTRAX (3.05) vs RIRCX (2.83). 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 : 10.41 vs. MTRAX (9.69). RIRCX return over 5 years is better than : 48.64 vs. MTRAX (32.71).
| 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 | 4.128 | 7.527 | 55% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 111B | 1% |
| Annual Yield % from dividends | 3.05 | 2.83 | 108% |
| Returns for 1 year | 9.69 | 10.41 | 93% |
| Returns for 3 years | 23.78 | 21.03 | 113% |
| Returns for 5 years | 32.71 | 48.64 | 67% |
| Returns for 10 years | 28.59 | 37.02 | 77% |
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