AMECX vs. CAIBX
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and American Funds Capital Income Builder Class A (CAIBX).
AMECX is managed by American Funds. It was launched on Dec 1, 1973. 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: AMECX or CAIBX.
Performance
AMECX vs. CAIBX - Performance Comparison
Returns By Period
In the year-to-date period, AMECX achieves a 12.43% return, which is significantly higher than CAIBX's 10.91% return. Over the past 10 years, AMECX has outperformed CAIBX with an annualized return of 6.75%, while CAIBX has yielded a comparatively lower 5.45% annualized return.
AMECX
12.43%
-0.81%
7.50%
19.29%
7.42%
6.75%
CAIBX
10.91%
-1.88%
6.01%
17.41%
6.54%
5.45%
Key characteristics
| AMECX | CAIBX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 2.25 |
| Sortino Ratio | 3.62 | 3.15 |
| Omega Ratio | 1.49 | 1.42 |
| Calmar Ratio | 3.30 | 3.09 |
| Martin Ratio | 17.00 | 14.28 |
| Ulcer Index | 1.13% | 1.20% |
| Daily Std Dev | 7.35% | 7.65% |
| Max Drawdown | -44.46% | -42.73% |
| Current Drawdown | -1.53% | -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.
AMECX vs. CAIBX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is lower than CAIBX's 0.59% expense ratio.
Correlation
The correlation between AMECX and CAIBX is 0.90, 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
AMECX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Income Fund of America Class A (AMECX) 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
AMECX vs. CAIBX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 3.32%, more than CAIBX's 3.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMECX American Funds The Income Fund of America Class A | 3.32% | 3.66% | 3.38% | 2.86% | 3.19% | 3.20% | 3.35% | 2.82% | 3.09% | 3.26% | 3.64% | 3.17% |
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
AMECX vs. CAIBX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -44.46%, roughly equal to the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for AMECX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
AMECX vs. CAIBX - Volatility Comparison
American Funds The Income Fund of America Class A (AMECX) and American Funds Capital Income Builder Class A (CAIBX) have volatilities of 1.93% and 1.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.