Interact to see
Advertisement
Advertisement
CAIFX vs MCTRX
CAIFX vs MCTRX Comparison
Open Charts CAIFX vs MCTRX
American Funds Capital Income Bldr F2
Price$80.02
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
NYLI Income Builder
Price$22.80
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets1.07B
CAIFX vs MCTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. MCTRX commentary
Nov 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 CAIFX is a Buy and MCTRX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 122B vs. MCTRX (1.07B). CAIFX pays higher dividends than MCTRX: CAIFX (3.11) vs MCTRX (1.76). 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). CAIFX annual gain was more profitable for investors over the last year : 14.63 vs. MCTRX (11.28). CAIFX return over 5 years is better than : 50.81 vs. MCTRX (24.60).
| 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 | 18.512 | 13.752 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 1.07B | 11,455% |
| Annual Yield % from dividends | 3.11 | 1.76 | 177% |
| Returns for 1 year | 14.63 | 11.28 | 130% |
| Returns for 3 years | 40.65 | 37.32 | 109% |
| Returns for 5 years | 50.81 | 24.60 | 207% |
| Returns for 10 years | 67.15 | 41.26 | 163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement