Interact to see
Advertisement
Advertisement
CIRCX vs MTOIX
CIRCX vs MTOIX Comparison
Open Charts CIRCX vs MTOIX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
NYLI Income Builder
Price$22.42
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets1.06B
CIRCX vs MTOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MTOIX commentary
Sep 08, 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 MTOIX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. MTOIX (1.06B). MTOIX pays higher dividends than CIRCX: MTOIX (3.10) vs CIRCX (2.20). CIRCX was incepted earlier than MTOIX: CIRCX (24 years) vs MTOIX (22 years). CIRCX (1.37) is less costly to investors than MTOIX (0.77). CIRCX is a more actively managed with annual turnover of: 56.00 vs. MTOIX (41.00). CIRCX has a lower initial minimum investment than MTOIX: CIRCX (250) vs MTOIX (1000000). CIRCX (11.05) and MTOIX (10.66) have marching annual gain over last year. CIRCX return over 5 years is better than : 49.59 vs. MTOIX (33.43).
| CIRCX | MTOIX | CIRCX / MTOIX | |
| Total Expense Ratio | 1.37 | 0.77 | 178% |
| Annual Report Gross Expense Ratio | 1.37 | 0.77 | 178% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 14.738 | 12.151 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.06B | 11,132% |
| Annual Yield % from dividends | 2.20 | 3.10 | 71% |
| Returns for 1 year | 11.05 | 10.66 | 104% |
| Returns for 3 years | 37.27 | 40.56 | 92% |
| Returns for 5 years | 49.59 | 33.43 | 148% |
| Returns for 10 years | 80.50 | 52.66 | 153% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement