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CAIFX vs MCTRX
CAIFX vs MCTRX Comparison
Open Charts CAIFX vs MCTRX
American Funds Capital Income Bldr F2
Price$77.10
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets120.93B
NYLI Income Builder
Price$23.27
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.08B
CAIFX vs MCTRX Comparison Chart in %
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CAIFX vs. MCTRX commentary
Dec 27, 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 CAIFX is a Hold and MCTRX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 121B vs. MCTRX (1.08B). CAIFX pays higher dividends than MCTRX: CAIFX (3.03) vs MCTRX (1.57). CAIFX was incepted earlier than MCTRX: CAIFX (17 years) vs MCTRX (27 years). MCTRX (2.06) is less costly to investors than CAIFX (0.38). CAIFX is a more actively managed with annual turnover of: 56.00 vs. MCTRX (41.00). CAIFX has a lower initial minimum investment than MCTRX: CAIFX (250) vs MCTRX (1000). MCTRX annual gain was more profitable for investors over the last year : 14.91 vs. CAIFX (13.37). CAIFX return over 5 years is better than : 41.67 vs. MCTRX (23.94).
| CAIFX | MCTRX | CAIFX / MCTRX | |
| Total Expense Ratio | 0.38 | 2.03 | 19% |
| Annual Report Gross Expense Ratio | 0.38 | 2.06 | 18% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 14.114 | 16.097 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.08B | 11,204% |
| Annual Yield % from dividends | 3.03 | 1.57 | 193% |
| Returns for 1 year | 13.37 | 14.91 | 90% |
| Returns for 3 years | 34.05 | 38.54 | 88% |
| Returns for 5 years | 41.67 | 23.94 | 174% |
| Returns for 10 years | 62.01 | 50.57 | 123% |
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