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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$22.63
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets1.07B
American Funds Capital Income Bldr R2
Price$79.33
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
MTRAX vs RIRBX Comparison Chart in %
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MTRAX vs. RIRBX commentary
Oct 21, 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 MTRAX is a Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 120B vs. MTRAX (1.07B). MTRAX pays higher dividends than RIRBX: MTRAX (2.71) vs RIRBX (2.20). MTRAX was incepted earlier than RIRBX: MTRAX (31 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than MTRAX (1.02). RIRBX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). RIRBX has a lower initial minimum investment than MTRAX: RIRBX (250) vs MTRAX (15000). MTRAX (10.08) and RIRBX (9.93) have marching annual gain over last year. RIRBX return over 5 years is better than : 47.88 vs. MTRAX (33.84).
| MTRAX | RIRBX | MTRAX / RIRBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.02 | 1.36 | 75% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 14.521 | 16.377 | 89% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 120B | 1% |
| Annual Yield % from dividends | 2.71 | 2.20 | 123% |
| Returns for 1 year | 10.08 | 9.93 | 102% |
| Returns for 3 years | 50.20 | 44.51 | 113% |
| Returns for 5 years | 33.84 | 47.88 | 71% |
| Returns for 10 years | 50.04 | 54.82 | 91% |