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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$23.09
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.08B
American Funds Capital Income Bldr R2
Price$77.31
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
MTRAX vs RIRBX Comparison Chart in %
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MTRAX vs. RIRBX commentary
Dec 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 MTRAX is a Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. MTRAX (1.08B). MTRAX pays higher dividends than RIRBX: MTRAX (2.55) vs RIRBX (2.15). MTRAX was incepted earlier than RIRBX: MTRAX (31 years) vs RIRBX (24 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 annual gain was more profitable for investors over the last year : 15.92 vs. RIRBX (12.45). RIRBX return over 5 years is better than : 36.36 vs. MTRAX (29.90).
| 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 | 24 years | - |
| Gain YTD | 17.068 | 13.413 | 127% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 121B | 1% |
| Annual Yield % from dividends | 2.55 | 2.15 | 118% |
| Returns for 1 year | 15.92 | 12.45 | 128% |
| Returns for 3 years | 42.48 | 30.49 | 139% |
| Returns for 5 years | 29.90 | 36.36 | 82% |
| Returns for 10 years | 61.60 | 53.95 | 114% |
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