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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$22.28
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.05B
American Funds Capital Income Bldr R5
Price$79.04
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
MTRAX vs RIRFX Comparison Chart in %
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MTRAX vs. RIRFX commentary
Nov 20, 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: 119B vs. MTRAX (1.05B). RIRFX pays higher dividends than MTRAX: RIRFX (3.17) vs MTRAX (2.74). MTRAX was incepted earlier than RIRFX: MTRAX (31 years) vs RIRFX (24 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 : 13.37 vs. MTRAX (11.11). RIRFX return over 5 years is better than : 53.46 vs. MTRAX (27.93).
| 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 | 24 years | - |
| Gain YTD | 12.961 | 16.963 | 76% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 119B | 1% |
| Annual Yield % from dividends | 2.74 | 3.17 | 87% |
| Returns for 1 year | 11.11 | 13.37 | 83% |
| Returns for 3 years | 37.98 | 39.48 | 96% |
| Returns for 5 years | 27.93 | 53.46 | 52% |
| Returns for 10 years | 47.67 | 78.08 | 61% |
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