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 0.58% annually. There are 222 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
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	CAIBX vs VBAIX
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

Best Risk-Adjusted Alternatives to CAIBX

CAIBX has a PortfoliosLab risk / return rank of 68. There are 166 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	97	—	Dec 2002	CAIBX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	CAIBX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	94	—	Dec 1991	CAIBX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	94	—	Dec 1991	CAIBX vs AOBLX

Top Performing CAIBX Alternatives (YTD)

CAIBX is at 8.71% YTD. There are 167 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	33.16%	—	Jan 1998	CAIBX vs EKBAX
GRSPX	Greenspring Fund	20.03%	—	Jun 1983	CAIBX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.67%	—	Aug 1998	CAIBX vs MHELX
IOEZX	ICON Equity Income Fund	17.57%	—	May 2004	CAIBX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.15%	—	Dec 2002	CAIBX vs TIBIX

Lowest Volatility Alternatives to CAIBX

CAIBX has 8.20% 1-year volatility. There are 223 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	CAIBX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.83%	—	Nov 2003	CAIBX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.86%	—	Apr 2012	CAIBX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	CAIBX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.09%	—	Sep 2012	CAIBX vs CSTAX

Lowest Drawdown Alternatives to CAIBX

CAIBX has a 1-year max drawdown of -6.47%. There are 287 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
CSTAX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	79	9.44%	—	Jul 1975	CAIBX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.50%	—	Jan 1934	CAIBX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	8.07%	—	Jul 1952	CAIBX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	9.06%	—	Dec 1973	CAIBX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	37	10.66%	—	May 2009	CAIBX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	62	14.17%	—	Aug 1978	CAIBX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.76%	—	Mar 1973	CAIBX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	9.00%	—	Dec 1973	CAIBX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	55	6.96%	—	Dec 1973	CAIBX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.73%	—	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	66	10.96%	2.30T	May 2001	CAIBX vs VTI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	CAIBX vs SCHD
DJIA	Global X Dow 30 Covered Call ETF	Derivative Income	68	5.39%	181.80M	Feb 2022	CAIBX vs DJIA
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	79	6.50%	—	Oct 1994	CAIBX vs GSBFX
VIG	Vanguard Dividend Appreciation ETF	Dividend	66	9.40%	127.80B	Apr 2006	CAIBX vs VIG
SPYD	State Street SPDR Portfolio S&P 500 High Dividend ...	S&P 500, Dividend	54	14.99%	7.40B	Oct 2015	CAIBX vs SPYD
VTRS	Viatris Inc.		94	33.75%	—	—	CAIBX vs VTRS
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	80	5.21%	—	—	CAIBX vs FKINX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	97	16.05%	—	Dec 2002	CAIBX vs TIBAX
IRVIX	Voya Russell Large Cap Value Index Portfolio	Large Cap Value Equities	93	18.13%	—	May 2009	CAIBX vs IRVIX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	81	6.17%	—	Dec 2011	CAIBX vs PMAIX
AABTX	American Funds 2015 Target Date Retirement Fund	Target Retirement Date	62	4.51%	—	Jan 2007	CAIBX vs AABTX
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	47	10.23%	—	Jan 2007	CAIBX vs AALTX
FEX	First Trust Large Cap Core AlphaDEX Fund	Large Cap Blend Equities	76	15.50%	1.59B	May 2007	CAIBX vs FEX
CAPAX	Federated Hermes Capital Income Fund	Diversified Portfolio	81	5.19%	—	May 1988	CAIBX vs CAPAX
LBNDX	Lord Abbett Bond Debenture Fund	Multisector Bonds	40	1.16%	—	Mar 1971	CAIBX vs LBNDX
ODMAX	Invesco Developing Markets Fund	Emerging Markets Diversified	65	15.90%	—	Nov 1996	CAIBX vs ODMAX
MEIAX	MFS Value Fund	Large Cap Value Equities	40	9.27%	—	Jan 1996	CAIBX vs MEIAX
CSMIX	Columbia Small Cap Value Fund I	Small Cap Value Equities	37	12.08%	—	Jul 1986	CAIBX vs CSMIX
RBBAX	Columbia Income Builder Fund	Diversified Portfolio	73	4.40%	—	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.

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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