CAIBX Alternatives & Similar Mutual Funds

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 0.59% annually. There are 225 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	CAIBX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	CAIBX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	CAIBX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	CAIBX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	CAIBX vs FYMIX

Best Risk-Adjusted Alternatives to CAIBX

CAIBX has a PortfoliosLab risk / return rank of 62. There are 258 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	CAIBX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	CAIBX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	CAIBX vs NWQIX
EKBAX	Allspring Diversified Capital Builder Fund	95	—	Jan 1998	CAIBX vs EKBAX
AYBLX	Pioneer Balanced ESG Fund	95	—	Dec 1991	CAIBX vs AYBLX

Top Performing CAIBX Alternatives (YTD)

CAIBX is at 7.48% YTD. There are 212 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	38.34%	—	Jan 1998	CAIBX vs EKBAX
GRSPX	Greenspring Fund	21.91%	—	Jun 1983	CAIBX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	20.27%	—	Aug 1998	CAIBX vs MHELX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.52%	—	Dec 2002	CAIBX vs TIBIX
SMIFX	Sound Mind Investing Fund	15.84%	—	Dec 2005	CAIBX vs SMIFX

Lowest Volatility Alternatives to CAIBX

CAIBX has 8.25% 1-year volatility. There are 232 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	CAIBX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.83%	—	Apr 2012	CAIBX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.86%	—	Nov 2003	CAIBX vs SICIX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	CAIBX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.14%	—	Sep 2012	CAIBX vs CSTAX

Lowest Drawdown Alternatives to CAIBX

CAIBX has a 1-year max drawdown of -6.47%. There are 288 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	CAIBX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	CAIBX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	CAIBX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	CAIBX vs SICIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-2.68%	—	Sep 2005	CAIBX vs FSRKX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.39%	—	Jul 1975	CAIBX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	CAIBX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	CAIBX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	CAIBX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	CAIBX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	CAIBX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	CAIBX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	CAIBX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	CAIBX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	CAIBX vs AMCPX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	CAIBX vs VTI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	17.72%	99.95B	Oct 2011	CAIBX vs SCHD
DJIA	Global X Dow 30 Covered Call ETF	Derivative Income	56	3.73%	175.26M	Feb 2022	CAIBX vs DJIA
VIG	Vanguard Dividend Appreciation ETF	Dividend	54	6.98%	127.80B	Apr 2006	CAIBX vs VIG
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	77	5.76%	—	Oct 1994	CAIBX vs GSBFX
SPYD	State Street SPDR Portfolio S&P 500 High Dividend ...	S&P 500, Dividend	47	12.56%	7.30B	Oct 2015	CAIBX vs SPYD
VTRS	Viatris Inc.		92	28.52%	—	—	CAIBX vs VTRS
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	82	4.34%	—	—	CAIBX vs FKINX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	98	17.44%	—	Dec 2002	CAIBX vs TIBAX
IRVIX	Voya Russell Large Cap Value Index Portfolio	Large Cap Value Equities	93	16.35%	—	May 2009	CAIBX vs IRVIX
AABTX	American Funds 2015 Target Date Retirement Fund	Target Retirement Date	58	3.89%	—	Jan 2007	CAIBX vs AABTX
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	54	10.19%	—	Jan 2007	CAIBX vs AALTX
FEX	First Trust Large Cap Core AlphaDEX Fund	Large Cap Blend Equities	78	16.10%	1.59B	May 2007	CAIBX vs FEX
LBNDX	Lord Abbett Bond Debenture Fund	Multisector Bonds	44	1.21%	—	Mar 1971	CAIBX vs LBNDX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	78	4.51%	—	Dec 2011	CAIBX vs PMAIX
CAPAX	Federated Hermes Capital Income Fund	Diversified Portfolio	82	4.63%	—	May 1988	CAIBX vs CAPAX
MEIAX	MFS Value Fund	Large Cap Value Equities	36	6.76%	—	Jan 1996	CAIBX vs MEIAX
CSMIX	Columbia Small Cap Value Fund I	Small Cap Value Equities	59	15.08%	—	Jul 1986	CAIBX vs CSMIX
ODMAX	Invesco Developing Markets Fund	Emerging Markets Diversified	74	19.47%	—	Nov 1996	CAIBX vs ODMAX
RBBAX	Columbia Income Builder Fund	Diversified Portfolio	73	4.16%	—	Feb 2006	CAIBX vs RBBAX

Compare CAIBX with Any Fund or Stock

Compare CAIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

American Funds Capital Income Builder Class A (CAIBX) Alternatives