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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to CFIHX

CFIHX charges 0.26% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CFIHX alternatives.

Symbol	Name	Expense Ratio	Inception
HEQ	John Hancock Diversified Income Fund	0.02%	May 26, 2011	CFIHX vs HEQ
HFRO	Highland Funds I - Highland Opportunities and Inco...	0.02%	Jan 13, 2000	CFIHX vs HFRO
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	CFIHX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	CFIHX vs PALDX
DMA	Dimensional Managed Account Fund	0.03%	Mar 16, 2012	CFIHX vs DMA

Best Risk-Adjusted Alternatives to CFIHX

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	CFIHX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	CFIHX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	CFIHX vs BERIX
NWQIX	Nuveen Flexible Income Fund	96	Dec 8, 2009	CFIHX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	CFIHX vs PMAIX

Top Performing CFIHX Alternatives (YTD)

CFIHX 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	CFIHX vs PUDZX
TIBIX	Thornburg Investment Income Builder Fund Class I	9.82%	Dec 24, 2002	CFIHX vs TIBIX
AAAAX	DWS RREEF Real Assets Fund - Class A	9.77%	Jul 30, 2007	CFIHX vs AAAAX
IOEZX	ICON Equity Income Fund	9.60%	May 9, 2004	CFIHX vs IOEZX
ZTR	Virtus Total Return Fund	9.60%	Feb 24, 2005	CFIHX vs ZTR

Lowest Volatility Alternatives to CFIHX

CFIHX 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	CFIHX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.66%	Apr 8, 2012	CFIHX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	CFIHX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.50%	Sep 13, 2012	CFIHX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.68%	Nov 16, 2003	CFIHX vs SICIX

Lowest Drawdown Alternatives to CFIHX

CFIHX 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	CFIHX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	CFIHX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	CFIHX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	CFIHX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	CFIHX 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	CFIHX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	63	-4.87%	Jan 1, 1934	CFIHX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	45	-7.99%	Dec 1, 1973	CFIHX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	48	-3.17%	Jul 31, 1952	CFIHX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	71	-2.84%	—	CFIHX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	79	-3.35%	Jan 8, 1978	CFIHX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	55	-5.30%	Mar 13, 1973	CFIHX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	44	-8.03%	Dec 1, 1973	CFIHX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend, Actively Managed	84	2.83%	Dec 1, 1973	CFIHX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	36	-8.56%	Jan 5, 1967	CFIHX vs AMCPX

Often Compared With CFIHX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	94	5.83%	Feb 14, 1994	CFIHX vs DFIVX
VTV	Vanguard Value ETF	Large Cap Value Equities	60	3.54%	Jan 26, 2004	CFIHX vs VTV
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	86	9.02%	Dec 3, 1987	CFIHX vs CONWX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	19	-0.38%	Aug 8, 2013	CFIHX vs QBDSX
PMFKX	Victory Pioneer Multi-Asset Income Class R-6	Diversified Portfolio	93	1.52%	Dec 22, 2011	CFIHX vs PMFKX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	93	9.31%	Nov 3, 2009	CFIHX vs TPDAX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	14	6.72%	Dec 30, 1999	CFIHX vs WWWEX

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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American Funds Capital Income Builder Fund Class F-3

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