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MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$22.25
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R4
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
MTOIX vs RIREX Comparison Chart in %
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MTOIX vs. RIREX commentary
Aug 18, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. MTOIX (1.06B). MTOIX pays higher dividends than RIREX: MTOIX (3.19) vs RIREX (2.97). MTOIX was incepted earlier than RIREX: MTOIX (22 years) vs RIREX (23 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 : 12.52 vs. MTOIX (11.40). RIREX return over 5 years is better than : 48.17 vs. MTOIX (32.22).
| 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 | 23 years | - |
| Gain YTD | 11.034 | 14.540 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 118B | 1% |
| Annual Yield % from dividends | 3.19 | 2.97 | 107% |
| Returns for 1 year | 11.40 | 12.52 | 91% |
| Returns for 3 years | 29.88 | 29.65 | 101% |
| Returns for 5 years | 32.22 | 48.17 | 67% |
| Returns for 10 years | 45.33 | 53.55 | 85% |
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