Ad is loading...
Ad is loading...
MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$20.55
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.89
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
MTRAX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTRAX vs. RIRFX commentary
Nov 18, 2024
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 Sell and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MTRAX (1.05B). RIRFX pays higher dividends than MTRAX: RIRFX (3.55) vs MTRAX (2.86). MTRAX was incepted earlier than RIRFX: MTRAX (30 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. MTRAX (56.00). RIRFX has a lower initial minimum investment than MTRAX: RIRFX (250) vs MTRAX (15000). MTRAX annual gain was more profitable for investors over the last year : 20.45 vs. RIRFX (18.23). RIRFX return over 5 years is better than : 36.97 vs. MTRAX (14.82).
| MTRAX | RIRFX | MTRAX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 12.529 | 10.902 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 107B | 1% |
| Annual Yield % from dividends | 2.86 | 3.55 | 81% |
| Returns for 1 year | 20.45 | 18.23 | 112% |
| Returns for 3 years | 1.94 | 15.62 | 12% |
| Returns for 5 years | 14.82 | 36.97 | 40% |
| Returns for 10 years | 21.41 | 49.29 | 43% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers