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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$21.80
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MTRAX vs RIRBX Comparison Chart in %
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MTRAX vs. RIRBX commentary
Jul 07, 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 Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. MTRAX (1.06B). MTRAX pays higher dividends than RIRBX: MTRAX (2.96) vs RIRBX (2.28). 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 : 14.86 vs. MTRAX (14.11). RIRBX return over 5 years is better than : 45.96 vs. MTRAX (34.56).
| 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 | 9.832 | 12.649 | 78% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 116B | 1% |
| Annual Yield % from dividends | 2.96 | 2.28 | 130% |
| Returns for 1 year | 14.11 | 14.86 | 95% |
| Returns for 3 years | 35.61 | 30.66 | 116% |
| Returns for 5 years | 34.56 | 45.96 | 75% |
| Returns for 10 years | 42.21 | 47.88 | 88% |
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