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MTRAX vs RIREX
MTRAX vs RIREX Comparison
Open Charts MTRAX vs RIREX
NYLI Income Builder
Price$22.34
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R4
Price$79.53
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets119.12B
MTRAX vs RIREX Comparison Chart in %
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MTRAX vs. RIREX commentary
Sep 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MTRAX (1.07B). MTRAX (2.90) and RIREX (2.90) 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 : 12.71 vs. MTRAX (10.83). RIREX return over 5 years is better than : 51.88 vs. MTRAX (33.31).
| 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 | 12.980 | 16.802 | 77% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 119B | 1% |
| Annual Yield % from dividends | 2.90 | 2.90 | 100% |
| Returns for 1 year | 10.83 | 12.71 | 85% |
| Returns for 3 years | 40.22 | 39.82 | 101% |
| Returns for 5 years | 33.31 | 51.88 | 64% |
| Returns for 10 years | 51.24 | 64.36 | 80% |
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