CFIHX Alternatives & Similar Mutual Funds

American Funds Capital Income Builder Fund Class F-3 (CFIHX) 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 CFIHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CFIHX

CFIHX charges 0.26% annually. There are 91 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
HEQ	John Hancock Diversified Income Fund	0.02%	—	May 2011	CFIHX vs HEQ
HFRO	Highland Funds I - Highland Opportunities and Inco...	0.02%	—	Jan 2000	CFIHX vs HFRO
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	CFIHX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	CFIHX vs PALDX
DMA	Dimensional Managed Account Fund	0.03%	—	Mar 2012	CFIHX vs DMA

Best Risk-Adjusted Alternatives to CFIHX

CFIHX has a PortfoliosLab risk / return rank of 71. There are 143 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	CFIHX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	97	—	Dec 2002	CFIHX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	CFIHX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	94	—	Dec 1991	CFIHX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	94	—	Dec 1991	CFIHX vs AOBLX

Top Performing CFIHX Alternatives (YTD)

CFIHX is at 8.88% YTD. There are 164 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.22%.

Symbol	Name	YTD Return	AUM	Inception
HFRO	Highland Funds I - Highland Opportunities and Inco...	33.22%	—	Jan 2000	CFIHX vs HFRO
EKBAX	Allspring Diversified Capital Builder Fund	33.16%	—	Jan 1998	CFIHX vs EKBAX
HRNOX	Hood River New Opportunities Fund Institutional Cl...	25.84%	—	—	CFIHX vs HRNOX
GRSPX	Greenspring Fund	20.03%	—	Jun 1983	CFIHX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.67%	—	Aug 1998	CFIHX vs MHELX

Lowest Volatility Alternatives to CFIHX

CFIHX has 8.21% 1-year volatility. There are 230 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	CFIHX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.83%	—	Nov 2003	CFIHX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.86%	—	Apr 2012	CFIHX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	CFIHX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.09%	—	Sep 2012	CFIHX vs CSTAX

Lowest Drawdown Alternatives to CFIHX

CFIHX has a 1-year max drawdown of -6.46%. There are 289 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	CFIHX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	CFIHX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	CFIHX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	CFIHX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	CFIHX 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	CFIHX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.50%	—	Jan 1934	CFIHX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	8.07%	—	Jul 1952	CFIHX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	9.06%	—	Dec 1973	CFIHX 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	CFIHX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	62	14.17%	—	Aug 1978	CFIHX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.76%	—	Mar 1973	CFIHX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	9.00%	—	Dec 1973	CFIHX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	55	6.96%	—	Dec 1973	CFIHX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.73%	—	Jan 1967	CFIHX vs AMCPX

Often Compared With CFIHX

Investors most often compare CFIHX with VTV, ZTR, PMFKX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTV	Vanguard Value ETF	Large Cap Value Equities	90	16.06%	245.00B	Jan 2004	CFIHX vs VTV
ZTR	Virtus Total Return Fund	Diversified Portfolio	60	13.53%	—	Feb 2005	CFIHX vs ZTR
PMFKX	Victory Pioneer Multi-Asset Income Class R-6	Diversified Portfolio	84	6.30%	—	Dec 2011	CFIHX vs PMFKX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	83	12.87%	18.44B	Feb 1994	CFIHX vs DFIVX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	87	11.16%	—	Dec 2010	CFIHX vs PUDZX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	71	6.15%	—	Dec 1987	CFIHX vs CONWX
BERIX	Chartwell Income Fund	Diversified Portfolio	66	2.51%	—	Sep 1987	CFIHX vs BERIX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	3	4.61%	—	Dec 1999	CFIHX vs WWWEX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.65%	—	Oct 2018	CFIHX vs FIQDX
IOEZX	ICON Equity Income Fund	Diversified Portfolio	83	17.57%	—	May 2004	CFIHX vs IOEZX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	3	-0.38%	—	Aug 2013	CFIHX vs QBDSX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	52	7.01%	—	Nov 2009	CFIHX vs TPDAX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	51	8.90%	—	Jul 2007	CFIHX vs AAAAX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	81	6.17%	—	Dec 2011	CFIHX vs PMAIX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	79	5.28%	—	Sep 2005	CFIHX vs FCSRX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	84	5.64%	—	Sep 2005	CFIHX vs FSRKX
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	58	6.57%	—	Apr 2012	CFIHX vs SIFAX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	82	5.52%	—	Sep 2005	CFIHX vs FSRRX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.67%	—	Sep 2005	CFIHX vs FSIRX
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	62	26.03%	22.01B	Oct 2015	CFIHX vs SPMO

Compare CFIHX with Any Fund or Stock

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

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Diversifiers

Pair CFIHX with funds that move differently

American Funds Capital Income Builder Fund Class F-3 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFIHX.

Explore CFIHX Diversifiers

American Funds Capital Income Builder Fund Class F-3 (CFIHX) Alternatives