Interact to see
Advertisement
Advertisement
CIRCX vs MTODX
CIRCX vs MTODX Comparison
Open Charts CIRCX vs MTODX
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
NYLI Income Builder Class R6
Price$22.10
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.05B
CIRCX vs MTODX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MTODX commentary
Jul 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 Buy and MTODX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 117B vs. MTODX (1.05B). 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 annual gain was more profitable for investors over the last year : 14.08 vs. MTODX (13.37). CIRCX return over 5 years is better than : 50.09 vs. MTODX (33.72).
| 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 | 13.572 | 10.084 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.05B | 11,111% |
| Annual Yield % from dividends | 2.25 | 3.23 | 70% |
| Returns for 1 year | 14.08 | 13.37 | 105% |
| Returns for 3 years | 33.16 | 35.32 | 94% |
| Returns for 5 years | 50.09 | 33.72 | 149% |
| Returns for 10 years | 70.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement