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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$21.80
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.08B
MTRAX vs RIRFX Comparison Chart in %
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MTRAX vs. RIRFX commentary
Jul 05, 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: 116B vs. MTRAX (1.06B). RIRFX pays higher dividends than MTRAX: RIRFX (3.25) vs MTRAX (2.96). 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 : 16.08 vs. MTRAX (14.11). RIRFX return over 5 years is better than : 58.51 vs. MTRAX (34.56).
| 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 | 9.832 | 13.234 | 74% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 116B | 1% |
| Annual Yield % from dividends | 2.96 | 3.25 | 91% |
| Returns for 1 year | 14.11 | 16.08 | 88% |
| Returns for 3 years | 35.61 | 36.57 | 97% |
| Returns for 5 years | 34.56 | 58.51 | 59% |
| Returns for 10 years | 42.21 | 69.04 | 61% |
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