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MTRAX vs RIRCX
MTRAX vs RIRCX Comparison
Open Charts MTRAX vs RIRCX
NYLI Income Builder
Price$20.49
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R3
Price$69.98
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.42B
MTRAX vs RIRCX Comparison Chart
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MTRAX vs. RIRCX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 106B vs. MTRAX (1.03B). RIRCX (2.97) and MTRAX (2.86) have matching dividends . MTRAX was incepted earlier than RIRCX: MTRAX (30 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. MTRAX (56.00). RIRCX has a lower initial minimum investment than MTRAX: RIRCX (250) vs MTRAX (15000). MTRAX annual gain was more profitable for investors over the last year : 13.73 vs. RIRCX (10.39). RIRCX return over 5 years is better than : 21.37 vs. MTRAX (16.10).
| MTRAX | RIRCX | MTRAX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 1.486 | 1.420 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 106B | 1% |
| Annual Yield % from dividends | 2.86 | 2.97 | 96% |
| Returns for 1 year | 13.73 | 10.39 | 132% |
| Returns for 3 years | 8.54 | 6.70 | 127% |
| Returns for 5 years | 16.10 | 21.37 | 75% |
| Returns for 10 years | 28.48 | 32.47 | 88% |