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MTRAX vs RIRBX
MTRAX vs RIRBX Comparison
Open Charts MTRAX vs RIRBX
NYLI Income Builder
Price$21.97
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R2
Price$78.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
MTRAX vs RIRBX Comparison Chart in %
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MTRAX vs. RIRBX commentary
Aug 17, 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: 118B vs. MTRAX (1.06B). MTRAX pays higher dividends than RIRBX: MTRAX (2.99) 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 : 11.70 vs. MTRAX (11.11). RIRBX return over 5 years is better than : 43.98 vs. MTRAX (30.58).
| 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 | 10.862 | 14.023 | 77% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 118B | 1% |
| Annual Yield % from dividends | 2.99 | 2.28 | 131% |
| Returns for 1 year | 11.11 | 11.70 | 95% |
| Returns for 3 years | 28.95 | 27.16 | 107% |
| Returns for 5 years | 30.58 | 43.98 | 70% |
| Returns for 10 years | 42.34 | 48.45 | 87% |
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