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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$20.80
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets1.01B
American Funds Capital Income Bldr R5
Price$73.81
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
MTRAX vs RIRFX Comparison Chart
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MTRAX vs. RIRFX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 111B vs. MTRAX (1.01B). RIRFX pays higher dividends than MTRAX: RIRFX (3.41) vs MTRAX (3.05). 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 is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). 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 : 11.08 vs. MTRAX (9.69). RIRFX return over 5 years is better than : 59.61 vs. MTRAX (32.71).
| 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 | 4.128 | 7.775 | 53% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 111B | 1% |
| Annual Yield % from dividends | 3.05 | 3.41 | 90% |
| Returns for 1 year | 9.69 | 11.08 | 87% |
| Returns for 3 years | 23.78 | 25.56 | 93% |
| Returns for 5 years | 32.71 | 59.61 | 55% |
| Returns for 10 years | 28.59 | 53.27 | 54% |
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