CAIBX vs. ANCFX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and American Funds Fundamental Investors Class A (ANCFX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
CAIBX vs. ANCFX - Performance Comparison
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CAIBX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, CAIBX has underperformed ANCFX with an annualized return of 7.54%, while ANCFX has yielded a comparatively higher 13.25% 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%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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CAIBX vs. ANCFX - Expense Ratio Comparison
Both CAIBX and ANCFX have an expense ratio of 0.59%.
Return for Risk
CAIBX vs. ANCFX — Risk / Return Rank
CAIBX
ANCFX
CAIBX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.33 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.20 | 2.00 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.28 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.13 | -0.12 |
Martin ratioReturn relative to average drawdown | 9.18 | 9.34 | -0.16 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.33 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.72 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.75 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.62 | +0.30 |
Correlation
The correlation between CAIBX and ANCFX is 0.83, 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. ANCFX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, less than ANCFX's 8.85% 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% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
CAIBX vs. ANCFX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for CAIBX and ANCFX.
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Drawdown Indicators
| CAIBX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -53.29% | +9.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -11.35% | +2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -25.07% | +7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -33.93% | +8.65% |
Current DrawdownCurrent decline from peak | -4.85% | -8.02% | +3.17% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -7.34% | +3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.59% | -0.76% |
Volatility
CAIBX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.72%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 6.04% | -2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 11.03% | -4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 18.13% | -7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 16.72% | -6.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 17.67% | -6.80% |