Interact to see
Advertisement
Advertisement
MTOIX vs RIREX
MTOIX vs RIREX Comparison
Open Charts MTOIX vs RIREX
NYLI Income Builder
Price$22.61
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
MTOIX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MTOIX vs. RIREX 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 MTOIX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. MTOIX (1.06B). MTOIX pays higher dividends than RIREX: MTOIX (3.10) vs RIREX (2.90). 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 : 10.21 vs. MTOIX (8.74). RIREX return over 5 years is better than : 55.39 vs. MTOIX (36.96).
| 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 | 13.101 | 16.296 | 80% |
| 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 | 119B | 1% |
| Annual Yield % from dividends | 3.10 | 2.90 | 107% |
| Returns for 1 year | 8.74 | 10.21 | 86% |
| Returns for 3 years | 51.97 | 48.95 | 106% |
| Returns for 5 years | 36.96 | 55.39 | 67% |
| Returns for 10 years | 59.12 | 70.11 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement