Interact to see
Advertisement
Advertisement
MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$21.82
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.05B
American Funds Capital Income Bldr R5
Price$77.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets117.32B
MTRAX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MTRAX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 117B vs. MTRAX (1.05B). RIRFX pays higher dividends than MTRAX: RIRFX (3.25) vs MTRAX (2.96). MTRAX was incepted earlier than RIRFX: MTRAX (31 years) vs RIRFX (23 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 : 15.30 vs. MTRAX (13.01). RIRFX return over 5 years is better than : 58.32 vs. MTRAX (31.62).
| 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 | 23 years | - |
| Gain YTD | 9.933 | 14.263 | 70% |
| 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 | 3.25 | 91% |
| Returns for 1 year | 13.01 | 15.30 | 85% |
| Returns for 3 years | 33.98 | 37.50 | 91% |
| Returns for 5 years | 31.62 | 58.32 | 54% |
| Returns for 10 years | 41.15 | 69.22 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement