Interact to see
Advertisement
Advertisement
MTRAX vs RIREX
MTRAX vs RIREX Comparison
Open Charts MTRAX vs RIREX
NYLI Income Builder
Price$21.21
Change-$0.20 (-0.93%)
VolumeN/A
Net Assets1.03B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
MTRAX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTRAX vs. RIREX commentary
Jun 15, 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: 114B vs. MTRAX (1.03B). MTRAX (3.08) and RIREX (3.02) have matching dividends . MTRAX was incepted earlier than RIREX: MTRAX (30 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 : 13.89 vs. MTRAX (11.59). RIREX return over 5 years is better than : 48.32 vs. MTRAX (31.91).
| MTRAX | RIREX | MTRAX / RIREX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.02 | 0.62 | 165% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 6.573 | 10.384 | 63% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 114B | 1% |
| Annual Yield % from dividends | 3.08 | 3.02 | 102% |
| Returns for 1 year | 11.59 | 13.89 | 83% |
| Returns for 3 years | 34.66 | 32.31 | 107% |
| Returns for 5 years | 31.91 | 48.32 | 66% |
| Returns for 10 years | 35.28 | 45.96 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VTIP | 49.95 | 0.03 | +0.06% |
| Vanguard Short-Term Infl-Prot Secs ETF | |||
| SIHY | 45.24 | -0.09 | -0.20% |
| Harbor Scientific Alpha High-Yield ETF | |||
| MTBA | 49.78 | -0.10 | -0.20% |
| Simplify MBS ETF | |||
| HPS | 14.06 | -0.06 | -0.42% |
| John Hancock Preferred Income Fund III | |||
| HRTS | 28.81 | -0.38 | -1.30% |
| Tema Obesity & Cardiometabolic ETF | |||