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CIRCX vs MTOIX
CIRCX vs MTOIX Comparison
Open Charts CIRCX vs MTOIX
American Funds Capital Income Bldr 529C
Price$79.05
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
NYLI Income Builder
Price$22.61
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets1.06B
CIRCX vs MTOIX Comparison Chart in %
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CIRCX vs. MTOIX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 119B 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 annual gain was more profitable for investors over the last year : 9.38 vs. MTOIX (8.74). CIRCX return over 5 years is better than : 54.55 vs. MTOIX (36.96).
| 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 | 15.626 | 13.101 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.06B | 11,195% |
| Annual Yield % from dividends | 2.20 | 3.10 | 71% |
| Returns for 1 year | 9.38 | 8.74 | 107% |
| Returns for 3 years | 47.13 | 51.97 | 91% |
| Returns for 5 years | 54.55 | 36.96 | 148% |
| Returns for 10 years | 88.00 | 59.12 | 149% |
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