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MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$23.78
Change+$1.19 (+5.27%)
VolumeN/A
Net Assets1.11B
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
MTRAX vs RIRFX Comparison Chart in %
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MTRAX vs. RIRFX commentary
Feb 05, 2026
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: 121B vs. MTRAX (1.11B). RIRFX pays higher dividends than MTRAX: RIRFX (3.05) vs MTRAX (2.52). MTRAX was incepted earlier than RIRFX: MTRAX (31 years) vs RIRFX (24 years). MTRAX (1.02) is less costly to investors than RIRFX (0.30). MTRAX (50.00) and RIRFX (50.00) have comparable annual turnover. RIRFX has a lower initial minimum investment than MTRAX: RIRFX (250) vs MTRAX (15000). MTRAX annual gain was more profitable for investors over the last year : 18.66 vs. RIRFX (16.50). RIRFX return over 5 years is better than : 48.75 vs. MTRAX (32.16).
| MTRAX | RIRFX | MTRAX / RIRFX | |
| Total Expense Ratio | 1.02 | 0.30 | 340% |
| Annual Report Gross Expense Ratio | 1.02 | 0.30 | 340% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 3.983 | 3.601 | 111% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 121B | 1% |
| Annual Yield % from dividends | 2.52 | 3.05 | 83% |
| Returns for 1 year | 18.66 | 16.50 | 113% |
| Returns for 3 years | 41.72 | 36.34 | 115% |
| Returns for 5 years | 32.16 | 48.75 | 66% |
| Returns for 10 years | 74.99 | 91.51 | 82% |
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