American Funds Capital Income Builder Class A (CAIBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAIBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAIBX
CAIBX charges 0.58% annually. There are 220 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CAIBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CAIBX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CAIBX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CAIBX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CAIBX vs BWBIX |
Best Risk-Adjusted Alternatives to CAIBX
CAIBX has a PortfoliosLab risk / return rank of 87. There are 47 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CAIBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CAIBX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | CAIBX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CAIBX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CAIBX vs FSRRX |
Top Performing CAIBX Alternatives (YTD)
CAIBX is at 10.47% YTD. There are 60 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | CAIBX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | CAIBX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | CAIBX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | CAIBX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | CAIBX vs MHELX |
Lowest Volatility Alternatives to CAIBX
CAIBX has 8.19% 1-year volatility. There are 213 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CAIBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | CAIBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CAIBX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | CAIBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CAIBX vs CSTAX |
Lowest Drawdown Alternatives to CAIBX
CAIBX has a 1-year max drawdown of -6.47%. There are 285 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CAIBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CAIBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CAIBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CAIBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CAIBX vs CSTAX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Often Compared With CAIBX
Investors most often compare CAIBX with VTI, SCHD, DJIA. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare CAIBX with Any Fund or Stock
Compare CAIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAIBX with funds that move differently
American Funds Capital Income Builder Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAIBX.
Explore CAIBX Diversifiers