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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$19.57
Change+$0.19 (+0.98%)
VolumeN/A
Net Assets952.86M
American Funds Capital Income Bldr R5
Price$69.11
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
MTRAX vs RIRFX Comparison Chart
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MTRAX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 103B vs. MTRAX (953M). RIRFX pays higher dividends than MTRAX: RIRFX (3.42) vs MTRAX (3.10). MTRAX was incepted earlier than RIRFX: MTRAX (30 years) vs RIRFX (23 years). MTRAX (1.02) is less costly to investors than RIRFX (0.31). RIRFX has a lower initial minimum investment than MTRAX: RIRFX (250) vs MTRAX (15000). RIRFX annual gain was more profitable for investors over the last year : 6.96 vs. MTRAX (4.74). RIRFX return over 5 years is better than : 50.07 vs. MTRAX (26.09).
| MTRAX | RIRFX | MTRAX / RIRFX | |
| Total Expense Ratio | 1.02 | 0.31 | 329% |
| Annual Report Gross Expense Ratio | 1.02 | 0.31 | 329% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -3.225 | 0.913 | -353% |
| 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 | 3.42 | 90% |
| Returns for 1 year | 4.74 | 6.96 | 68% |
| Returns for 3 years | 9.61 | 13.20 | 73% |
| Returns for 5 years | 26.09 | 50.07 | 52% |
| Returns for 10 years | 19.63 | 45.16 | 43% |
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