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MTRAX vs RIREX
MTRAX vs RIREX Comparison
Open Charts MTRAX vs RIREX
NYLI Income Builder
Price$21.51
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets1.04B
American Funds Capital Income Bldr R4
Price$76.31
Change-$0.59 (-0.77%)
VolumeN/A
Net Assets115.31B
MTRAX vs RIREX Comparison Chart in %
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MTRAX vs. RIREX commentary
Aug 02, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 115B vs. MTRAX (1.04B). MTRAX (2.99) and RIREX (2.97) have matching dividends . MTRAX was incepted earlier than RIREX: MTRAX (31 years) vs RIREX (23 years). MTRAX (1.02) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). RIREX has a lower initial minimum investment than MTRAX: RIREX (250) vs MTRAX (15000). RIREX annual gain was more profitable for investors over the last year : 10.90 vs. MTRAX (9.15). RIREX return over 5 years is better than : 47.67 vs. MTRAX (29.33).
| MTRAX | RIREX | MTRAX / RIREX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.02 | 0.62 | 165% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 8.371 | 12.073 | 69% |
| 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 | 2.97 | 101% |
| Returns for 1 year | 9.15 | 10.90 | 84% |
| Returns for 3 years | 28.32 | 29.35 | 96% |
| Returns for 5 years | 29.33 | 47.67 | 62% |
| Returns for 10 years | 37.63 | 49.43 | 76% |
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