CAIBX vs. AAAAX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
CAIBX vs. AAAAX - Performance Comparison
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CAIBX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 1.65% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly lower than AAAAX's 9.77% return. Both investments have delivered pretty close results over the past 10 years, with CAIBX having a 7.54% annualized return and AAAAX not far behind at 7.40%.
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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CAIBX vs. AAAAX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
CAIBX vs. AAAAX — Risk / Return Rank
CAIBX
AAAAX
CAIBX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| CAIBX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.57 | +0.05 |
Sortino ratioReturn per unit of downside risk | 2.20 | 2.11 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.91 | +0.10 |
Martin ratioReturn relative to average drawdown | 9.18 | 10.22 | -1.03 |
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
| CAIBX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.57 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.56 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.59 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.38 | +0.53 |
Correlation
The correlation between CAIBX and AAAAX is 0.84, 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
CAIBX vs. AAAAX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
CAIBX vs. AAAAX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for CAIBX and AAAAX.
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Drawdown Indicators
| CAIBX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -40.47% | -3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -9.55% | +1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -22.62% | +4.97% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -29.41% | +4.13% |
Current DrawdownCurrent decline from peak | -4.85% | -3.53% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -6.89% | +3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.79% | +0.04% |
Volatility
CAIBX vs. AAAAX - Volatility Comparison
American Funds Capital Income Builder Class A (CAIBX) has a higher volatility of 3.72% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that CAIBX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 3.27% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 7.26% | -1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 11.62% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 12.19% | -2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 12.66% | -1.79% |