CAIBX vs. AWSHX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
CAIBX vs. AWSHX - Performance Comparison
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CAIBX vs. AWSHX - 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, CAIBX has underperformed AWSHX with an annualized return of 7.54%, while AWSHX has yielded a comparatively higher 12.07% 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%
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
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CAIBX vs. AWSHX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
CAIBX vs. AWSHX — Risk / Return Rank
CAIBX
AWSHX
CAIBX vs. AWSHX - 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 Washington Mutual Investors Fund Class A (AWSHX). 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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.86 | +0.76 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.34 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.35 | +0.66 |
Martin ratioReturn relative to average drawdown | 9.18 | 6.00 | +3.18 |
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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.86 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.80 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.74 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.62 | +0.29 |
Correlation
The correlation between CAIBX and AWSHX is 0.84, 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. AWSHX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, less than AWSHX's 10.44% 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
CAIBX vs. AWSHX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for CAIBX and AWSHX.
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Drawdown Indicators
| CAIBX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -53.95% | +10.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -10.37% | +2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -18.64% | +0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -34.65% | +9.37% |
Current DrawdownCurrent decline from peak | -4.85% | -6.35% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -6.43% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.32% | -0.49% |
Volatility
CAIBX vs. AWSHX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.72%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 4.41% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 8.28% | -2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 15.30% | -5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 14.12% | -4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 16.33% | -5.46% |