CAIBX vs. AMCPX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and American Funds AMCAP Fund Class A (AMCPX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
CAIBX vs. AMCPX - Performance Comparison
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CAIBX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, CAIBX achieves a 0.14% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, CAIBX has underperformed AMCPX with an annualized return of 7.38%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
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%
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%
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CAIBX vs. AMCPX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
CAIBX vs. AMCPX — Risk / Return Rank
CAIBX
AMCPX
CAIBX vs. AMCPX - 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 AMCAP Fund Class A (AMCPX). 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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.56 | +0.94 |
Sortino ratioReturn per unit of downside risk | 2.04 | 0.94 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.13 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.59 | +1.15 |
Martin ratioReturn relative to average drawdown | 8.07 | 2.42 | +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
| CAIBX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.56 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.33 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.57 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.57 | +0.33 |
Correlation
The correlation between CAIBX and AMCPX 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
CAIBX vs. AMCPX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.77%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
CAIBX vs. AMCPX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for CAIBX and AMCPX.
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Drawdown Indicators
| CAIBX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -62.37% | +18.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -14.18% | +5.81% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -36.90% | +19.25% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -36.90% | +11.62% |
Current DrawdownCurrent decline from peak | -6.25% | -14.18% | +7.93% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -9.60% | +5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 3.47% | -1.67% |
Volatility
CAIBX vs. AMCPX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.30%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 5.26% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 11.06% | -5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.10% | 19.60% | -9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.93% | 19.12% | -9.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 18.63% | -7.77% |