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.
Performance
AMCPX vs. CAIBX - Performance Comparison
Returns By Period
In the year-to-date period, AMCPX achieves a 18.28% return, which is significantly higher than CAIBX's 10.91% return. Over the past 10 years, AMCPX has underperformed CAIBX with an annualized return of 4.83%, while CAIBX has yielded a comparatively higher 5.45% annualized return.
AMCPX
18.28%
0.13%
6.95%
23.19%
6.48%
4.83%
CAIBX
10.91%
-1.88%
6.01%
17.41%
6.54%
5.45%
Key characteristics
| AMCPX | CAIBX | |
|---|---|---|
| Sharpe Ratio | 1.65 | 2.25 |
| Sortino Ratio | 2.26 | 3.15 |
| Omega Ratio | 1.30 | 1.42 |
| Calmar Ratio | 0.99 | 3.09 |
| Martin Ratio | 10.57 | 14.28 |
| Ulcer Index | 2.18% | 1.20% |
| Daily Std Dev | 13.96% | 7.65% |
| Max Drawdown | -52.11% | -42.73% |
| Current Drawdown | -5.39% | -2.69% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMCPX vs. CAIBX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
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.
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's dividend yield for the trailing twelve months is around 0.27%, less than CAIBX's 3.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.27% | 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 | 3.15% | 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 4.52% compared to American Funds Capital Income Builder Class A (CAIBX) at 1.88%. 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.