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CIRCX vs MCTRX
CIRCX vs MCTRX Comparison
Open Charts CIRCX vs MCTRX
American Funds Capital Income Bldr 529C
Price$79.05
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
NYLI Income Builder
Price$22.48
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets1.06B
CIRCX vs MCTRX Comparison Chart in %
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CIRCX vs. MCTRX commentary
Sep 27, 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 Hold and MCTRX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. MCTRX (1.06B). CIRCX pays higher dividends than MCTRX: CIRCX (2.20) vs MCTRX (1.87). CIRCX was incepted earlier than MCTRX: CIRCX (24 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 : 8.78 vs. MCTRX (7.33). CIRCX return over 5 years is better than : 53.71 vs. MCTRX (29.12).
| CIRCX | MCTRX | CIRCX / MCTRX | |
| Total Expense Ratio | 1.37 | 2.03 | 67% |
| Annual Report Gross Expense Ratio | 1.37 | 2.06 | 67% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 14.997 | 12.039 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.06B | 11,101% |
| Annual Yield % from dividends | 2.20 | 1.87 | 118% |
| Returns for 1 year | 8.78 | 7.33 | 120% |
| Returns for 3 years | 46.33 | 46.40 | 100% |
| Returns for 5 years | 53.71 | 29.12 | 184% |
| Returns for 10 years | 86.98 | 45.38 | 192% |
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