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MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$23.18
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets1.07B
American Funds Capital Income Bldr R4
Price$80.89
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
MTOIX vs RIREX Comparison Chart in %
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MTOIX vs. RIREX commentary
Dec 05, 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 MTOIX is a StrongBuy and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. MTOIX (1.07B). RIREX (2.81) and MTOIX (2.74) have matching dividends . MTOIX was incepted earlier than RIREX: MTOIX (22 years) vs RIREX (24 years). MTOIX (0.77) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. MTOIX (41.00). RIREX has a lower initial minimum investment than MTOIX: RIREX (250) vs MTOIX (1000000). RIREX annual gain was more profitable for investors over the last year : 14.22 vs. MTOIX (11.93). RIREX return over 5 years is better than : 45.64 vs. MTOIX (30.27).
| MTOIX | RIREX | MTOIX / RIREX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 16.289 | 19.486 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 121B | 1% |
| Annual Yield % from dividends | 2.74 | 2.81 | 98% |
| Returns for 1 year | 11.93 | 14.22 | 84% |
| Returns for 3 years | 38.73 | 35.70 | 108% |
| Returns for 5 years | 30.27 | 45.64 | 66% |
| Returns for 10 years | 56.32 | 66.07 | 85% |