American Funds Capital Income Builder Class A (CAIBX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to CAIBX

CAIBX charges 0.59% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CAIBX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	CAIBX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	CAIBX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	CAIBX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	CAIBX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	CAIBX vs BWBIX

Best Risk-Adjusted Alternatives to CAIBX

Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	CAIBX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	CAIBX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	CAIBX vs BERIX
NWQIX	Nuveen Flexible Income Fund	96	Dec 8, 2009	CAIBX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	CAIBX vs PMAIX

Top Performing CAIBX Alternatives (YTD)

CAIBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PUDZX	PGIM Real Assets Fund	10.18%	Dec 29, 2010	CAIBX vs PUDZX
TIBIX	Thornburg Investment Income Builder Fund Class I	9.82%	Dec 24, 2002	CAIBX vs TIBIX
AAAAX	DWS RREEF Real Assets Fund - Class A	9.77%	Jul 30, 2007	CAIBX vs AAAAX
IOEZX	ICON Equity Income Fund	9.60%	May 9, 2004	CAIBX vs IOEZX
TPDAX	Timothy Plan Defensive Strategies Fund	9.31%	Nov 3, 2009	CAIBX vs TPDAX

Lowest Volatility Alternatives to CAIBX

CAIBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	CAIBX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.66%	Apr 8, 2012	CAIBX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	CAIBX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.50%	Sep 13, 2012	CAIBX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.68%	Nov 16, 2003	CAIBX vs SICIX

Lowest Drawdown Alternatives to CAIBX

CAIBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	CAIBX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	CAIBX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	CAIBX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	CAIBX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	CAIBX vs SICIX

Other Mutual Funds from American Funds

Most popular American Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	-1.12%	Jul 26, 1975	CAIBX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	63	-4.87%	Jan 1, 1934	CAIBX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	45	-7.99%	Dec 1, 1973	CAIBX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	48	-3.17%	Jul 31, 1952	CAIBX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	71	-2.84%	—	CAIBX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	79	-3.35%	Jan 8, 1978	CAIBX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	55	-5.30%	Mar 13, 1973	CAIBX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	44	-8.03%	Dec 1, 1973	CAIBX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend, Actively Managed	84	2.83%	Dec 1, 1973	CAIBX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	36	-8.56%	Jan 5, 1967	CAIBX vs AMCPX

Often Compared With CAIBX

What investors most often compare with CAIBX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	-3.29%	Jun 27, 2016	CAIBX vs VTI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	43	12.17%	Oct 20, 2011	CAIBX vs SCHD
VIG	Vanguard Dividend Appreciation ETF	Dividend	47	-1.48%	Dec 19, 2013	CAIBX vs VIG
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	71	0.58%	Oct 11, 1994	CAIBX vs GSBFX
DJIA	Global X Dow 30 Covered Call ETF	Derivative Income	30	-1.83%	Feb 23, 2022	CAIBX vs DJIA
VTRS	Viatris Inc.		87	10.41%	—	CAIBX vs VTRS
AMNB	American National Bankshares Inc.		—	—	—	CAIBX vs AMNB
SPYD	SPDR Portfolio S&P 500 High Dividend ETF	S&P 500, Dividend	25	5.92%	Oct 21, 2015	CAIBX vs SPYD
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	85	2.96%	—	CAIBX vs FKINX
FEX	First Trust Large Cap Core AlphaDEX Fund	Large Cap Blend Equities	64	3.64%	May 8, 2007	CAIBX vs FEX
IRVIX	Voya Russell Large Cap Value Index Portfolio	Large Cap Value Equities	42	1.23%	May 1, 2009	CAIBX vs IRVIX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	98	9.81%	Dec 23, 2002	CAIBX vs TIBAX
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	71	-3.14%	Jan 31, 2007	CAIBX vs AALTX
AABTX	American Funds 2015 Target Date Retirement Fund	Target Retirement Date	83	-0.16%	Jan 31, 2007	CAIBX vs AABTX
LBNDX	Lord Abbett Bond Debenture Fund	Multisector Bonds	68	-1.34%	Mar 31, 1971	CAIBX vs LBNDX
RBBAX	Columbia Income Builder Fund	Diversified Portfolio	84	0.59%	Feb 15, 2006	CAIBX vs RBBAX
CAPAX	Federated Hermes Capital Income Fund	Diversified Portfolio	75	-1.64%	May 26, 1988	CAIBX vs CAPAX
MEIAX	MFS Value Fund	Large Cap Value Equities	29	1.01%	Jan 2, 1996	CAIBX vs MEIAX
ODMAX	Invesco Developing Markets Fund	Emerging Markets Diversified	82	2.97%	Nov 17, 1996	CAIBX vs ODMAX
CSMIX	Columbia Small Cap Value Fund I	Small Cap Value Equities	59	0.67%	Jul 25, 1986	CAIBX vs CSMIX

Compare CAIBX with Any Fund or Stock

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

Symbol name

American Funds Capital Income Builder Class A

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