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MTRAX vs RIREX
MTRAX vs RIREX Comparison
Open Charts MTRAX vs RIREX
NYLI Income Builder
Price$21.97
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.06B
American Funds Capital Income Bldr R4
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
MTRAX vs RIREX Comparison Chart in %
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MTRAX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. MTRAX (1.06B). MTRAX (2.99) and RIREX (2.97) 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 : 12.52 vs. MTRAX (11.11). RIREX return over 5 years is better than : 48.17 vs. MTRAX (30.58).
| 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 | 10.862 | 14.540 | 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 | 118B | 1% |
| Annual Yield % from dividends | 2.99 | 2.97 | 101% |
| Returns for 1 year | 11.11 | 12.52 | 89% |
| Returns for 3 years | 28.95 | 29.65 | 98% |
| Returns for 5 years | 30.58 | 48.17 | 63% |
| Returns for 10 years | 42.34 | 53.55 | 79% |
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