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.
Performance
AMCPX vs. CAIBX - Performance Comparison
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AMCPX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
CAIBX American Funds Capital Income Builder Class A | 0.14% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
Returns By Period
In the year-to-date period, AMCPX achieves a -11.82% return, which is significantly lower than CAIBX's 0.14% return. Over the past 10 years, AMCPX has outperformed CAIBX with an annualized return of 10.59%, while CAIBX has yielded a comparatively lower 7.38% annualized return.
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
CAIBX
- 1D
- 0.24%
- 1M
- -6.25%
- YTD
- 0.14%
- 6M
- 3.24%
- 1Y
- 14.72%
- 3Y*
- 12.37%
- 5Y*
- 8.06%
- 10Y*
- 7.38%
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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.
Return for Risk
AMCPX vs. CAIBX — Risk / Return Rank
AMCPX
CAIBX
AMCPX vs. CAIBX - Risk-Adjusted Trends 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.
| AMCPX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.50 | -0.94 |
Sortino ratioReturn per unit of downside risk | 0.94 | 2.04 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.31 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.74 | -1.15 |
Martin ratioReturn relative to average drawdown | 2.42 | 8.07 | -5.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMCPX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.50 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.82 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.68 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.91 | -0.33 |
Correlation
The correlation between AMCPX and CAIBX is 0.75, 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.
Dividends
AMCPX vs. CAIBX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.90%, more than CAIBX's 7.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
CAIBX American Funds Capital Income Builder Class A | 7.77% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
AMCPX vs. CAIBX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than CAIBX's maximum drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for AMCPX and CAIBX.
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Drawdown Indicators
| AMCPX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -43.68% | -18.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -8.37% | -5.81% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -17.65% | -19.25% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -25.28% | -11.62% |
Current DrawdownCurrent decline from peak | -14.18% | -6.25% | -7.93% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -3.82% | -5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 1.80% | +1.67% |
Volatility
AMCPX vs. CAIBX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 5.26% compared to American Funds Capital Income Builder Class A (CAIBX) at 3.30%. 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.
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Volatility by Period
| AMCPX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 3.30% | +1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 5.94% | +5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 10.10% | +9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 9.93% | +9.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 10.86% | +7.77% |