Ad is loading...
MTRAX vs RIREX
MTRAX vs RIREX Comparison
Open Charts MTRAX vs RIREX
NYLI Income Builder
Price$19.57
Change+$0.19 (+0.98%)
VolumeN/A
Net Assets952.86M
American Funds Capital Income Bldr R4
Price$69.08
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
MTRAX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTRAX vs. RIREX commentary
Apr 12, 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 RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 103B vs. MTRAX (953M). RIREX (3.13) and MTRAX (3.10) have matching dividends . MTRAX was incepted earlier than RIREX: MTRAX (30 years) vs RIREX (23 years). MTRAX (1.02) is less costly to investors than RIREX (0.62). 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 : 6.63 vs. MTRAX (4.74). RIREX return over 5 years is better than : 41.29 vs. MTRAX (26.09).
| MTRAX | RIREX | MTRAX / RIREX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.02 | 0.62 | 165% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -3.225 | 0.837 | -385% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 103B | 1% |
| Annual Yield % from dividends | 3.10 | 3.13 | 99% |
| Returns for 1 year | 4.74 | 6.63 | 72% |
| Returns for 3 years | 9.61 | 9.89 | 97% |
| Returns for 5 years | 26.09 | 41.29 | 63% |
| Returns for 10 years | 19.63 | 31.45 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...