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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$22.63
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets1.07B
American Funds Capital Income Bldr R5
Price$80.13
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
MTRAX vs RIRFX Comparison Chart in %
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MTRAX vs. RIRFX commentary
Nov 14, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 122B vs. MTRAX (1.07B). RIRFX pays higher dividends than MTRAX: RIRFX (3.17) vs MTRAX (2.74). MTRAX was incepted earlier than RIRFX: MTRAX (31 years) vs RIRFX (24 years). MTRAX (1.02) is less costly to investors than RIRFX (0.31). RIRFX is a more actively managed with annual turnover of: 56.00 vs. MTRAX (41.00). RIRFX has a lower initial minimum investment than MTRAX: RIRFX (250) vs MTRAX (15000). RIRFX annual gain was more profitable for investors over the last year : 15.33 vs. MTRAX (13.08). RIRFX return over 5 years is better than : 57.90 vs. MTRAX (31.94).
| MTRAX | RIRFX | MTRAX / RIRFX | |
| Total Expense Ratio | 1.02 | 0.31 | 329% |
| Annual Report Gross Expense Ratio | 1.02 | 0.31 | 329% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 15.851 | 19.523 | 81% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 122B | 1% |
| Annual Yield % from dividends | 2.74 | 3.17 | 87% |
| Returns for 1 year | 13.08 | 15.33 | 85% |
| Returns for 3 years | 42.31 | 42.89 | 99% |
| Returns for 5 years | 31.94 | 57.90 | 55% |
| Returns for 10 years | 54.26 | 86.22 | 63% |
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