CIRCX
Price
$77.29
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
MCTRX
Price
$21.96
Change
+$0.04 (+0.18%)
Updated
Jul 3 closing price
Net Assets
1.06B
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CIRCX vs MCTRX

Header iconCIRCX vs MCTRX Comparison
Open Charts CIRCX vs MCTRXBanner chart's image
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.

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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).
CIRCXMCTRXCIRCX / MCTRX
Total Expense Ratio1.372.0367%
Annual Report Gross Expense Ratio1.372.0667%
Fund Existence23 years27 years-
Gain YTD12.6259.229137%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets116B1.06B10,964%
Annual Yield % from dividends2.251.92117%
Returns for 1 year14.8612.92115%
Returns for 3 years32.2431.51102%
Returns for 5 years50.3028.56176%
Returns for 10 years70.4332.63216%
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