American Funds Capital Income Builder Fund Class R6 (RIRGX) 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 RIRGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RIRGX
RIRGX charges 0.26% annually. There are 85 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | RIRGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RIRGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RIRGX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | RIRGX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | RIRGX vs FYMIX |
Best Risk-Adjusted Alternatives to RIRGX
RIRGX has a PortfoliosLab risk / return rank of 85. There are 50 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | RIRGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | RIRGX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | RIRGX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | RIRGX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | RIRGX vs FSRRX |
Top Performing RIRGX Alternatives (YTD)
RIRGX is at 10.56% YTD. There are 49 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | RIRGX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | RIRGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | RIRGX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | RIRGX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | RIRGX vs BRUFX |
Lowest Volatility Alternatives to RIRGX
RIRGX has 8.21% 1-year volatility. There are 215 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | RIRGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | RIRGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | RIRGX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | RIRGX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | RIRGX vs CSTAX |
Lowest Drawdown Alternatives to RIRGX
RIRGX has a 1-year max drawdown of -6.47%. There are 285 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 | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | RIRGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RIRGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RIRGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RIRGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | RIRGX 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.
Often Compared With RIRGX
Investors most often compare RIRGX with FSIRX, VFIAX, BLNDX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare RIRGX with Any Fund or Stock
Compare RIRGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RIRGX with funds that move differently
American Funds Capital Income Builder Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RIRGX.
Explore RIRGX Diversifiers