Interact to see
Advertisement
Advertisement
CAIFX vs MCTRX
CAIFX vs MCTRX Comparison
Open Charts CAIFX vs MCTRX
American Funds Capital Income Bldr F2
Price$76.91
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
NYLI Income Builder
Price$21.96
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.06B
CAIFX vs MCTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. MCTRX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 116B vs. MCTRX (1.06B). CAIFX pays higher dividends than MCTRX: CAIFX (3.20) vs MCTRX (1.92). 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 : 15.98 vs. MCTRX (12.92). CAIFX return over 5 years is better than : 51.58 vs. MCTRX (28.56).
| 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 | 13.186 | 9.229 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.06B | 10,964% |
| Annual Yield % from dividends | 3.20 | 1.92 | 166% |
| Returns for 1 year | 15.98 | 12.92 | 124% |
| Returns for 3 years | 34.07 | 31.51 | 108% |
| Returns for 5 years | 51.58 | 28.56 | 181% |
| Returns for 10 years | 54.63 | 32.63 | 167% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement