AMCPX vs. CAIBX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and American Funds Capital Income Builder Class A (CAIBX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCPX or CAIBX.
Correlation
The correlation between AMCPX and CAIBX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AMCPX vs. CAIBX - Performance Comparison
Key characteristics
AMCPX:
0.97
CAIBX:
0.86
AMCPX:
1.30
CAIBX:
1.12
AMCPX:
1.19
CAIBX:
1.17
AMCPX:
0.69
CAIBX:
0.97
AMCPX:
6.24
CAIBX:
5.24
AMCPX:
2.45%
CAIBX:
1.45%
AMCPX:
15.75%
CAIBX:
8.82%
AMCPX:
-52.11%
CAIBX:
-42.73%
AMCPX:
-9.52%
CAIBX:
-7.16%
Returns By Period
In the year-to-date period, AMCPX achieves a 13.12% return, which is significantly higher than CAIBX's 5.81% return. Both investments have delivered pretty close results over the past 10 years, with AMCPX having a 4.99% annualized return and CAIBX not far ahead at 5.18%.
AMCPX
13.12%
-4.37%
1.70%
13.65%
5.31%
4.99%
CAIBX
5.81%
-4.60%
1.10%
6.81%
4.98%
5.18%
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AMCPX vs. CAIBX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
AMCPX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and American Funds Capital Income Builder Class A (CAIBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AMCPX vs. CAIBX - Dividend Comparison
AMCPX has not paid dividends to shareholders, while CAIBX's dividend yield for the trailing twelve months is around 1.96%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.00% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% | 8.41% |
CAIBX American Funds Capital Income Builder Class A | 1.96% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% | 3.30% |
Drawdowns
AMCPX vs. CAIBX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, which is greater than CAIBX's maximum drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for AMCPX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. CAIBX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 8.15% compared to American Funds Capital Income Builder Class A (CAIBX) at 5.07%. This indicates that AMCPX's price experiences larger fluctuations and is considered to be riskier than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.