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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$22.63
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets1.07B
American Funds Capital Income Bldr R2
Price$80.11
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
MTRAX vs RIRBX Comparison Chart in %
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MTRAX vs. RIRBX commentary
Nov 14, 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: 122B vs. MTRAX (1.07B). MTRAX pays higher dividends than RIRBX: MTRAX (2.74) 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). RIRBX annual gain was more profitable for investors over the last year : 13.51 vs. MTRAX (12.37). RIRBX return over 5 years is better than : 44.95 vs. MTRAX (30.67).
| 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 | 14.735 | 17.521 | 84% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 122B | 1% |
| Annual Yield % from dividends | 2.74 | 2.20 | 124% |
| Returns for 1 year | 12.37 | 13.51 | 92% |
| Returns for 3 years | 41.51 | 36.82 | 113% |
| Returns for 5 years | 30.67 | 44.95 | 68% |
| Returns for 10 years | 51.62 | 59.46 | 87% |
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