CAIBX vs. ANWPX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and American Funds New Perspective Fund Class A (ANWPX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
CAIBX vs. ANWPX - Performance Comparison
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CAIBX vs. ANWPX - 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% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, CAIBX has underperformed ANWPX with an annualized return of 7.54%, while ANWPX has yielded a comparatively higher 12.32% 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%
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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CAIBX vs. ANWPX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
CAIBX vs. ANWPX — Risk / Return Rank
CAIBX
ANWPX
CAIBX vs. ANWPX - 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 New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.01 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.55 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.21 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.42 | +0.59 |
Martin ratioReturn relative to average drawdown | 9.18 | 5.78 | +3.41 |
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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.01 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.41 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.70 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.65 | +0.26 |
Correlation
The correlation between CAIBX and ANWPX is 0.82, 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. ANWPX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, more than ANWPX's 6.94% 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% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
CAIBX vs. ANWPX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for CAIBX and ANWPX.
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Drawdown Indicators
| CAIBX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -52.34% | +8.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -11.75% | +3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -34.45% | +16.80% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -34.45% | +9.17% |
Current DrawdownCurrent decline from peak | -4.85% | -8.73% | +3.88% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -8.13% | +4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.89% | -1.06% |
Volatility
CAIBX vs. ANWPX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.72%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 6.24% | -2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 10.32% | -4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 17.02% | -6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 17.15% | -7.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 17.77% | -6.90% |