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CIRCX vs MTOIX
CIRCX vs MTOIX Comparison
Open Charts CIRCX vs MTOIX
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
NYLI Income Builder
Price$22.10
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.05B
CIRCX vs MTOIX Comparison Chart in %
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CIRCX vs. MTOIX commentary
Jul 28, 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: 117B vs. MTOIX (1.05B). MTOIX pays higher dividends than CIRCX: MTOIX (3.16) vs CIRCX (2.25). CIRCX was incepted earlier than MTOIX: CIRCX (23 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 : 14.08 vs. MTOIX (13.34). CIRCX return over 5 years is better than : 50.09 vs. MTOIX (33.25).
| CIRCX | MTOIX | CIRCX / MTOIX | |
| Total Expense Ratio | 1.37 | 0.77 | 178% |
| Annual Report Gross Expense Ratio | 1.37 | 0.77 | 178% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 13.572 | 10.092 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.05B | 11,111% |
| Annual Yield % from dividends | 2.25 | 3.16 | 71% |
| Returns for 1 year | 14.08 | 13.34 | 106% |
| Returns for 3 years | 33.16 | 34.97 | 95% |
| Returns for 5 years | 50.09 | 33.25 | 151% |
| Returns for 10 years | 70.61 | 44.09 | 160% |
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