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CIRCX vs MCTRX
CIRCX vs MCTRX Comparison
Open Charts CIRCX vs MCTRX
American Funds Capital Income Bldr 529C
Price$75.63
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets113.85B
NYLI Income Builder
Price$21.44
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets1.03B
CIRCX vs MCTRX Comparison Chart
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CIRCX vs. MCTRX commentary
Jun 17, 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: 114B vs. MCTRX (1.03B). CIRCX pays higher dividends than MCTRX: CIRCX (2.29) vs MCTRX (2.02). 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 : 13.05 vs. MCTRX (10.45). CIRCX return over 5 years is better than : 49.37 vs. MCTRX (26.05).
| 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 | 10.002 | 6.056 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.03B | 11,057% |
| Annual Yield % from dividends | 2.29 | 2.02 | 114% |
| Returns for 1 year | 13.05 | 10.45 | 125% |
| Returns for 3 years | 31.35 | 30.69 | 102% |
| Returns for 5 years | 49.37 | 26.05 | 190% |
| Returns for 10 years | 63.86 | 26.40 | 242% |
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