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MTRAX vs RIRCX
MTRAX vs RIRCX Comparison
Open Charts MTRAX vs RIRCX
NYLI Income Builder
Price$20.12
Change-$0.56 (-2.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
MTRAX vs RIRCX Comparison Chart
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MTRAX vs. RIRCX commentary
Dec 19, 2024
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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. MTRAX (1.05B). 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 : 15.01 vs. RIRCX (13.07). RIRCX return over 5 years is better than : 24.74 vs. MTRAX (18.70).
| 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 | 13.544 | 11.634 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 108B | 1% |
| Annual Yield % from dividends | 2.86 | 2.97 | 96% |
| Returns for 1 year | 15.01 | 13.07 | 115% |
| Returns for 3 years | 9.82 | 12.47 | 79% |
| Returns for 5 years | 18.70 | 24.74 | 76% |
| Returns for 10 years | 29.83 | 36.23 | 82% |