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CAIFX vs MCTRX
CAIFX vs MCTRX Comparison
Open Charts CAIFX vs MCTRX
American Funds Capital Income Bldr F2
Price$78.65
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
NYLI Income Builder
Price$22.48
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets1.06B
CAIFX vs MCTRX Comparison Chart in %
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CAIFX vs. MCTRX commentary
Sep 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: 118B vs. MCTRX (1.06B). CAIFX pays higher dividends than MCTRX: CAIFX (3.12) vs MCTRX (1.87). 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 : 9.86 vs. MCTRX (7.33). CAIFX return over 5 years is better than : 56.05 vs. MCTRX (29.12).
| 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 | 15.846 | 12.039 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.06B | 11,101% |
| Annual Yield % from dividends | 3.12 | 1.87 | 167% |
| Returns for 1 year | 9.86 | 7.33 | 135% |
| Returns for 3 years | 49.13 | 46.40 | 106% |
| Returns for 5 years | 56.05 | 29.12 | 192% |
| Returns for 10 years | 71.11 | 45.38 | 157% |
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