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CIRCX vs MCTRX
CIRCX vs MCTRX Comparison
Open Charts CIRCX vs MCTRX
American Funds Capital Income Bldr 529C
Price$77.29
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
CIRCX vs MCTRX Comparison Chart in %
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CIRCX 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 CIRCX is a Buy and MCTRX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MCTRX (1.06B). CIRCX pays higher dividends than MCTRX: CIRCX (2.25) vs MCTRX (1.92). CIRCX was incepted earlier than MCTRX: CIRCX (23 years) vs MCTRX (27 years). MCTRX (2.06) is less costly to investors than CIRCX (1.37). CIRCX is a more actively managed with annual turnover of: 56.00 vs. MCTRX (41.00). CIRCX has a lower initial minimum investment than MCTRX: CIRCX (250) vs MCTRX (1000). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. MCTRX (12.92). CIRCX return over 5 years is better than : 50.30 vs. MCTRX (28.56).
| CIRCX | MCTRX | CIRCX / MCTRX | |
| Total Expense Ratio | 1.37 | 2.03 | 67% |
| Annual Report Gross Expense Ratio | 1.37 | 2.06 | 67% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 12.625 | 9.229 | 137% |
| 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 | 2.25 | 1.92 | 117% |
| Returns for 1 year | 14.86 | 12.92 | 115% |
| Returns for 3 years | 32.24 | 31.51 | 102% |
| Returns for 5 years | 50.30 | 28.56 | 176% |
| Returns for 10 years | 70.43 | 32.63 | 216% |
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