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CIRCX vs MTRAX
CIRCX vs MTRAX Comparison
Open Charts CIRCX vs MTRAX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
NYLI Income Builder
Price$21.80
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.06B
CIRCX vs MTRAX Comparison Chart in %
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CIRCX vs. MTRAX 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 MTRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MTRAX (1.06B). MTRAX pays higher dividends than CIRCX: MTRAX (2.96) vs CIRCX (2.25). CIRCX was incepted earlier than MTRAX: CIRCX (23 years) vs MTRAX (31 years). CIRCX (1.37) is less costly to investors than MTRAX (1.02). CIRCX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). CIRCX has a lower initial minimum investment than MTRAX: CIRCX (250) vs MTRAX (15000). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. MTRAX (14.11). CIRCX return over 5 years is better than : 50.30 vs. MTRAX (34.56).
| CIRCX | MTRAX | CIRCX / MTRAX | |
| Total Expense Ratio | 1.37 | 1.02 | 134% |
| Annual Report Gross Expense Ratio | 1.37 | 1.02 | 134% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 12.625 | 9.832 | 128% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.06B | 10,964% |
| Annual Yield % from dividends | 2.25 | 2.96 | 76% |
| Returns for 1 year | 14.86 | 14.11 | 105% |
| Returns for 3 years | 32.24 | 35.61 | 91% |
| Returns for 5 years | 50.30 | 34.56 | 146% |
| Returns for 10 years | 70.43 | 42.21 | 167% |
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