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MTOIX vs RIRFX
MTOIX vs RIRFX Comparison
Open Charts MTOIX vs RIRFX
NYLI Income Builder
Price$22.10
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.05B
American Funds Capital Income Bldr R5
Price$77.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets117.32B
MTOIX vs RIRFX Comparison Chart in %
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MTOIX vs. RIRFX 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 MTOIX is a Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 117B vs. MTOIX (1.05B). RIRFX (3.25) and MTOIX (3.16) have matching dividends . MTOIX was incepted earlier than RIRFX: MTOIX (22 years) vs RIRFX (23 years). MTOIX (0.77) is less costly to investors than RIRFX (0.31). RIRFX is a more actively managed with annual turnover of: 56.00 vs. MTOIX (41.00). RIRFX has a lower initial minimum investment than MTOIX: RIRFX (250) vs MTOIX (1000000). RIRFX annual gain was more profitable for investors over the last year : 15.30 vs. MTOIX (13.34). RIRFX return over 5 years is better than : 58.32 vs. MTOIX (33.25).
| MTOIX | RIRFX | MTOIX / RIRFX | |
| Total Expense Ratio | 0.77 | 0.31 | 248% |
| Annual Report Gross Expense Ratio | 0.77 | 0.31 | 248% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.092 | 14.263 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 117B | 1% |
| Annual Yield % from dividends | 3.16 | 3.25 | 97% |
| Returns for 1 year | 13.34 | 15.30 | 87% |
| Returns for 3 years | 34.97 | 37.50 | 93% |
| Returns for 5 years | 33.25 | 58.32 | 57% |
| Returns for 10 years | 44.09 | 69.22 | 64% |
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