Interact to see
Advertisement
Advertisement
MTRAX vs RIRFX
MTRAX vs RIRFX Comparison
Open Charts MTRAX vs RIRFX
NYLI Income Builder
Price$23.09
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.08B
American Funds Capital Income Bldr R5
Price$77.22
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
MTRAX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MTRAX vs. RIRFX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. MTRAX (1.08B). RIRFX pays higher dividends than MTRAX: RIRFX (3.08) vs MTRAX (2.55). 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). MTRAX annual gain was more profitable for investors over the last year : 15.92 vs. RIRFX (13.33). RIRFX return over 5 years is better than : 46.13 vs. MTRAX (29.90).
| 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 | 17.068 | 14.270 | 120% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 121B | 1% |
| Annual Yield % from dividends | 2.55 | 3.08 | 83% |
| Returns for 1 year | 15.92 | 13.33 | 119% |
| Returns for 3 years | 42.48 | 34.28 | 124% |
| Returns for 5 years | 29.90 | 46.13 | 65% |
| Returns for 10 years | 61.60 | 76.38 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement