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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$20.49
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
MTRAX vs RIRFX Comparison Chart
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MTRAX vs. RIRFX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. MTRAX (1.03B). 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 : 13.73 vs. RIRFX (11.02). RIRFX return over 5 years is better than : 31.07 vs. MTRAX (16.10).
| 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 | 1.486 | 1.435 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 107B | 1% |
| Annual Yield % from dividends | 2.86 | 3.55 | 81% |
| Returns for 1 year | 13.73 | 11.02 | 125% |
| Returns for 3 years | 8.54 | 11.17 | 76% |
| Returns for 5 years | 16.10 | 31.07 | 52% |
| Returns for 10 years | 28.48 | 47.95 | 59% |