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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$21.51
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets1.04B
American Funds Capital Income Bldr R5
Price$76.17
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets115.31B
MTRAX vs RIRFX Comparison Chart in %
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MTRAX vs. RIRFX commentary
Aug 02, 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: 115B vs. MTRAX (1.04B). RIRFX pays higher dividends than MTRAX: RIRFX (3.25) vs MTRAX (2.99). 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 : 11.24 vs. MTRAX (9.15). RIRFX return over 5 years is better than : 55.84 vs. MTRAX (29.33).
| 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 | 8.371 | 12.264 | 68% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 115B | 1% |
| Annual Yield % from dividends | 2.99 | 3.25 | 92% |
| Returns for 1 year | 9.15 | 11.24 | 81% |
| Returns for 3 years | 28.32 | 32.59 | 87% |
| Returns for 5 years | 29.33 | 55.84 | 53% |
| Returns for 10 years | 37.63 | 65.14 | 58% |
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