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MTRAX vs RIREX
MTRAX vs RIREX Comparison
Open Charts MTRAX vs RIREX
NYLI Income Builder
Price$21.80
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MTRAX vs RIREX Comparison Chart in %
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MTRAX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. MTRAX (1.06B). RIREX (2.97) and MTRAX (2.96) have matching dividends . MTRAX was incepted earlier than RIREX: MTRAX (31 years) vs RIREX (23 years). MTRAX (1.02) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). RIREX has a lower initial minimum investment than MTRAX: RIREX (250) vs MTRAX (15000). RIREX annual gain was more profitable for investors over the last year : 15.71 vs. MTRAX (14.11). RIREX return over 5 years is better than : 50.20 vs. MTRAX (34.56).
| MTRAX | RIREX | MTRAX / RIREX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.02 | 0.62 | 165% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 9.832 | 13.071 | 75% |
| 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 | 2.97 | 100% |
| Returns for 1 year | 14.11 | 15.71 | 90% |
| Returns for 3 years | 35.61 | 33.22 | 107% |
| Returns for 5 years | 34.56 | 50.20 | 69% |
| Returns for 10 years | 42.21 | 52.98 | 80% |
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