CAIBX vs. AIVSX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and American Funds Investment Company of America Class A (AIVSX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
CAIBX vs. AIVSX - Performance Comparison
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CAIBX vs. AIVSX - 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% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, CAIBX has underperformed AIVSX with an annualized return of 7.54%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
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%
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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CAIBX vs. AIVSX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
CAIBX vs. AIVSX — Risk / Return Rank
CAIBX
AIVSX
CAIBX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and American Funds Investment Company of America Class A (AIVSX). 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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.04 | +0.58 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.59 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.72 | +0.29 |
Martin ratioReturn relative to average drawdown | 9.18 | 7.16 | +2.03 |
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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.04 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.78 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.78 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.67 | +0.24 |
Correlation
The correlation between CAIBX and AIVSX is 0.85, 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. AIVSX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, less than AIVSX's 11.17% 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% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
CAIBX vs. AIVSX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for CAIBX and AIVSX.
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Drawdown Indicators
| CAIBX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -50.90% | +7.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -10.76% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -24.31% | +6.66% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -31.09% | +5.81% |
Current DrawdownCurrent decline from peak | -4.85% | -7.34% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -5.93% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.59% | -0.76% |
Volatility
CAIBX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.72%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 5.75% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 9.93% | -3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 17.56% | -7.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 15.96% | -6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 16.55% | -5.68% |