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CIRCX vs MCTRX
CIRCX vs MCTRX Comparison
Open Charts CIRCX vs MCTRX
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
NYLI Income Builder
Price$21.97
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.05B
CIRCX vs MCTRX Comparison Chart in %
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CIRCX vs. MCTRX commentary
Jul 28, 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: 117B vs. MCTRX (1.05B). 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 : 14.08 vs. MCTRX (11.90). CIRCX return over 5 years is better than : 50.09 vs. MCTRX (25.71).
| 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 | 13.572 | 9.279 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.05B | 11,111% |
| Annual Yield % from dividends | 2.25 | 1.92 | 117% |
| Returns for 1 year | 14.08 | 11.90 | 118% |
| Returns for 3 years | 33.16 | 30.03 | 110% |
| Returns for 5 years | 50.09 | 25.71 | 195% |
| Returns for 10 years | 70.61 | 31.65 | 223% |