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MTOIX vs RIRFX
MTOIX vs RIRFX Comparison
Open Charts MTOIX vs RIRFX
NYLI Income Builder
Price$21.48
Change-$0.20 (-0.92%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R5
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
MTOIX vs RIRFX Comparison Chart
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MTOIX vs. RIRFX commentary
Jun 16, 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: 114B vs. MTOIX (1.03B). RIRFX (3.30) and MTOIX (3.28) have matching dividends . MTOIX was incepted earlier than RIRFX: MTOIX (21 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 : 14.23 vs. MTOIX (11.88). RIRFX return over 5 years is better than : 57.55 vs. MTOIX (33.54).
| MTOIX | RIRFX | MTOIX / RIRFX | |
| Total Expense Ratio | 0.77 | 0.31 | 248% |
| Annual Report Gross Expense Ratio | 0.77 | 0.31 | 248% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 6.699 | 10.529 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 114B | 1% |
| Annual Yield % from dividends | 3.28 | 3.30 | 99% |
| Returns for 1 year | 11.88 | 14.23 | 83% |
| Returns for 3 years | 35.66 | 35.63 | 100% |
| Returns for 5 years | 33.54 | 57.55 | 58% |
| Returns for 10 years | 38.12 | 61.19 | 62% |
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