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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$22.62
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.08B
American Funds Capital Income Bldr R5
Price$79.54
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
MTRAX vs RIRFX Comparison Chart in %
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MTRAX vs. RIRFX commentary
Oct 08, 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 Hold and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 120B vs. MTRAX (1.08B). RIRFX pays higher dividends than MTRAX: RIRFX (3.17) vs MTRAX (2.71). MTRAX was incepted earlier than RIRFX: MTRAX (31 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 : 12.65 vs. MTRAX (11.56). RIRFX return over 5 years is better than : 59.77 vs. MTRAX (33.92).
| MTRAX | RIRFX | MTRAX / RIRFX | |
| Total Expense Ratio | 1.02 | 0.31 | 329% |
| Annual Report Gross Expense Ratio | 1.02 | 0.31 | 329% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 14.470 | 17.703 | 82% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 120B | 1% |
| Annual Yield % from dividends | 2.71 | 3.17 | 85% |
| Returns for 1 year | 11.56 | 12.65 | 91% |
| Returns for 3 years | 51.61 | 52.72 | 98% |
| Returns for 5 years | 33.92 | 59.77 | 57% |
| Returns for 10 years | 50.62 | 79.14 | 64% |
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