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MTOIX vs RIRFX
MTOIX vs RIRFX Comparison
Open Charts MTOIX vs RIRFX
NYLI Income Builder
Price$22.61
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R5
Price$78.76
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
MTOIX vs RIRFX Comparison Chart in %
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MTOIX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. MTOIX (1.06B). RIRFX (3.17) and MTOIX (3.10) 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 : 10.55 vs. MTOIX (8.74). RIRFX return over 5 years is better than : 63.01 vs. MTOIX (36.96).
| 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 | 13.101 | 16.549 | 79% |
| 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 | 3.17 | 98% |
| Returns for 1 year | 8.74 | 10.55 | 83% |
| Returns for 3 years | 51.97 | 51.93 | 100% |
| Returns for 5 years | 36.96 | 63.01 | 59% |
| Returns for 10 years | 59.12 | 88.12 | 67% |
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