American Funds Capital Income Builder Fund Class F-1 (CIBFX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CIBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CIBFX
CIBFX charges 0.64% annually. There are 17 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | CIBFX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | CIBFX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | CIBFX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | CIBFX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | CIBFX vs JNSMX |
Best Risk-Adjusted Alternatives to CIBFX
CIBFX has a PortfoliosLab risk / return rank of 61. There are 35 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | CIBFX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | CIBFX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | CIBFX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | CIBFX vs GBMFX | |
| SA Worldwide Moderate Growth Fund | 93 | — | Jun 2015 | CIBFX vs SAWMX |
Top Performing CIBFX Alternatives (YTD)
CIBFX is at 7.46% YTD. There are 42 mutual funds in the Global Allocation category with higher YTD returns, going as high as 24.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 24.25% | — | Oct 2005 | CIBFX vs CGO | |
| Calamos Global Dynamic Income Fund | 22.87% | — | Jun 2007 | CIBFX vs CHW | |
| Calamos Global Opportunities Fund | 18.19% | — | Sep 1996 | CIBFX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 17.44% | — | Dec 2002 | CIBFX vs TIBAX | |
| Leuthold Global Fund | 15.78% | — | Apr 2008 | CIBFX vs GLBIX |
Lowest Volatility Alternatives to CIBFX
CIBFX has 8.26% 1-year volatility. There are 23 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | CIBFX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.45% | — | Dec 2017 | CIBFX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.69% | — | Mar 2011 | CIBFX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.92% | — | Dec 2011 | CIBFX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.92% | — | Sep 2011 | CIBFX vs NRIIX |
Lowest Drawdown Alternatives to CIBFX
CIBFX has a 1-year max drawdown of -6.49%. There are 29 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | CIBFX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | CIBFX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | CIBFX vs PFADX | |
| Allspring Absolute Return Fund | -3.81% | — | Feb 2012 | CIBFX vs WARAX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | CIBFX vs PMFYX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Often Compared With CIBFX
Investors most often compare CIBFX with RAPZX, MHEIX, WMRIX. These 11 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 26 | 10.45% | — | Jan 2012 | CIBFX vs RAPZX | |
| MH Elite Income Fund of Funds | Global Allocation | 30 | 2.09% | — | Aug 2011 | CIBFX vs MHEIX | |
| Wilmington Real Asset Fund | Global Allocation | 49 | 11.89% | — | Jun 2003 | CIBFX vs WMRIX | |
| Vanguard Wellington Fund Admiral Shares | Diversified Portfolio | 65 | 6.13% | 124.70B | May 2001 | CIBFX vs VWENX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | 8.15% | 765.27B | Jan 1993 | CIBFX vs SPY | |
| Hartford Real Asset Fund | Global Allocation | 88 | 9.75% | — | May 2010 | CIBFX vs HRLYX | |
| Principal Diversified Real Asset Fund | Global Allocation | 58 | 10.40% | — | Mar 2010 | CIBFX vs PDRDX | |
| Schwab International Equity ETF | Foreign Large Cap Equities | 57 | 13.98% | 67.19B | Nov 2009 | CIBFX vs SCHF | |
| Vanguard Wellington Fund Investor Shares | Diversified Portfolio | 65 | 6.10% | 124.70B | Jul 1929 | CIBFX vs VWELX | |
| Morningstar Global Income Fund | Global Allocation | 66 | 6.05% | — | Nov 2018 | CIBFX vs MSTGX | |
| Delaware Global Listed Real Assets Fund | Global Allocation | 69 | 6.57% | — | Dec 1995 | CIBFX vs DPREX |
Compare CIBFX with Any Fund or Stock
Compare CIBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CIBFX with funds that move differently
American Funds Capital Income Builder Fund Class F-1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIBFX.
Explore CIBFX Diversifiers