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MTRAX vs RIREX
MTRAX vs RIREX Comparison
Open Charts MTRAX vs RIREX
NYLI Income Builder
Price$21.82
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.05B
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MTRAX vs RIREX Comparison Chart in %
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MTRAX vs. RIREX commentary
Jul 27, 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: 117B vs. MTRAX (1.05B). 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 : 14.95 vs. MTRAX (13.01). RIREX return over 5 years is better than : 50.00 vs. MTRAX (31.62).
| 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 | 9.933 | 14.070 | 71% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 117B | 1% |
| Annual Yield % from dividends | 2.96 | 2.97 | 100% |
| Returns for 1 year | 13.01 | 14.95 | 87% |
| Returns for 3 years | 33.98 | 34.14 | 100% |
| Returns for 5 years | 31.62 | 50.00 | 63% |
| Returns for 10 years | 41.15 | 53.10 | 77% |
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