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CIRCX vs MTODX
CIRCX vs MTODX Comparison
Open Charts CIRCX vs MTODX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
NYLI Income Builder Class R6
Price$22.08
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.06B
CIRCX vs MTODX Comparison Chart in %
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CIRCX vs. MTODX 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 MTODX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MTODX (1.06B). MTODX pays higher dividends than CIRCX: MTODX (3.23) vs CIRCX (2.25). CIRCX was incepted earlier than MTODX: CIRCX (23 years) vs MTODX (7 years). CIRCX (1.37) is less costly to investors than MTODX (0.68). CIRCX is a more actively managed with annual turnover of: 56.00 vs. MTODX (41.00). MTODX has a lower initial minimum investment than CIRCX: MTODX (0) vs CIRCX (250). CIRCX (14.86) and MTODX (14.46) have marching annual gain over last year. CIRCX return over 5 years is better than : 50.30 vs. MTODX (36.75).
| CIRCX | MTODX | CIRCX / MTODX | |
| Total Expense Ratio | 1.37 | 0.68 | 201% |
| Annual Report Gross Expense Ratio | 1.37 | 0.68 | 201% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 12.625 | 9.985 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.06B | 10,964% |
| Annual Yield % from dividends | 2.25 | 3.23 | 70% |
| Returns for 1 year | 14.86 | 14.46 | 103% |
| Returns for 3 years | 32.24 | 36.94 | 87% |
| Returns for 5 years | 50.30 | 36.75 | 137% |
| Returns for 10 years | 70.43 | N/A | - |
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