CAIBX vs. AMECX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and American Funds The Income Fund of America Class A (AMECX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CAIBX vs. AMECX - Performance Comparison
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CAIBX vs. AMECX - 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% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, CAIBX achieves a 0.14% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, CAIBX has underperformed AMECX with an annualized return of 7.38%, while AMECX has yielded a comparatively higher 8.21% 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%
AMECX
- 1D
- 0.23%
- 1M
- -5.74%
- YTD
- 1.48%
- 6M
- 4.22%
- 1Y
- 14.19%
- 3Y*
- 11.95%
- 5Y*
- 7.95%
- 10Y*
- 8.21%
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CAIBX vs. AMECX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
CAIBX vs. AMECX — Risk / Return Rank
CAIBX
AMECX
CAIBX vs. AMECX - 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 The Income Fund of America Class A (AMECX). 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 | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.55 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.04 | 2.13 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.71 | +0.03 |
Martin ratioReturn relative to average drawdown | 8.07 | 8.01 | +0.06 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.55 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.85 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.77 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.72 | +0.19 |
Correlation
The correlation between CAIBX and AMECX is 0.91, 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. AMECX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.77%, less than AMECX's 9.86% 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% |
AMECX American Funds The Income Fund of America Class A | 9.86% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
CAIBX vs. AMECX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, roughly equal to the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for CAIBX and AMECX.
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Drawdown Indicators
| CAIBX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -41.92% | -1.76% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -8.19% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -15.78% | -1.87% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -26.13% | +0.85% |
Current DrawdownCurrent decline from peak | -6.25% | -5.74% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -4.46% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.74% | +0.06% |
Volatility
CAIBX vs. AMECX - Volatility Comparison
American Funds Capital Income Builder Class A (CAIBX) has a higher volatility of 3.30% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that CAIBX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 2.94% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 5.49% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.10% | 9.48% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.93% | 9.44% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 10.66% | +0.20% |