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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$21.21
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R5
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
MTRAX vs RIRFX Comparison Chart
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MTRAX vs. RIRFX commentary
Jun 14, 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: 115B vs. MTRAX (1.03B). RIRFX pays higher dividends than MTRAX: RIRFX (3.30) vs MTRAX (3.08). MTRAX was incepted earlier than RIRFX: MTRAX (30 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 : 14.23 vs. MTRAX (11.59). RIRFX return over 5 years is better than : 57.55 vs. MTRAX (31.91).
| MTRAX | RIRFX | MTRAX / RIRFX | |
| Total Expense Ratio | 1.02 | 0.31 | 329% |
| Annual Report Gross Expense Ratio | 1.02 | 0.31 | 329% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 6.573 | 10.529 | 62% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 115B | 1% |
| Annual Yield % from dividends | 3.08 | 3.30 | 93% |
| Returns for 1 year | 11.59 | 14.23 | 81% |
| Returns for 3 years | 34.66 | 35.63 | 97% |
| Returns for 5 years | 31.91 | 57.55 | 55% |
| Returns for 10 years | 35.28 | 61.19 | 58% |
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