CAIBX vs. CSMIX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and Columbia Small Cap Value Fund I (CSMIX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. CSMIX is managed by Columbia. It was launched on Jul 25, 1986.
Performance
CAIBX vs. CSMIX - Performance Comparison
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CAIBX vs. CSMIX - 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% |
CSMIX Columbia Small Cap Value Fund I | 0.67% | 14.65% | 8.66% | 21.42% | -8.87% | 28.95% | 7.82% | 21.01% | -18.37% | 13.77% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than CSMIX's 0.67% return. Over the past 10 years, CAIBX has underperformed CSMIX with an annualized return of 7.54%, while CSMIX has yielded a comparatively higher 10.79% 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%
CSMIX
- 1D
- 2.39%
- 1M
- -5.36%
- YTD
- 0.67%
- 6M
- 4.32%
- 1Y
- 25.16%
- 3Y*
- 14.43%
- 5Y*
- 7.62%
- 10Y*
- 10.79%
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CAIBX vs. CSMIX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is lower than CSMIX's 1.26% expense ratio.
Return for Risk
CAIBX vs. CSMIX — Risk / Return Rank
CAIBX
CSMIX
CAIBX vs. CSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Columbia Small Cap Value Fund I (CSMIX). 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 | CSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.12 | +0.50 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.67 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.22 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.66 | +0.35 |
Martin ratioReturn relative to average drawdown | 9.18 | 5.97 | +3.22 |
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 | CSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.12 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.35 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.45 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.48 | +0.43 |
Correlation
The correlation between CAIBX and CSMIX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CAIBX vs. CSMIX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, less than CSMIX's 14.13% 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% |
CSMIX Columbia Small Cap Value Fund I | 14.13% | 14.23% | 6.67% | 7.57% | 6.02% | 13.34% | 0.50% | 3.58% | 9.79% | 11.56% | 11.58% | 12.73% |
Drawdowns
CAIBX vs. CSMIX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, smaller than the maximum CSMIX drawdown of -53.37%. Use the drawdown chart below to compare losses from any high point for CAIBX and CSMIX.
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Drawdown Indicators
| CAIBX | CSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -53.37% | +9.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -14.79% | +6.42% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -25.98% | +8.33% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -48.42% | +23.14% |
Current DrawdownCurrent decline from peak | -4.85% | -8.09% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -8.95% | +5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 4.12% | -2.29% |
Volatility
CAIBX vs. CSMIX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.72%, while Columbia Small Cap Value Fund I (CSMIX) has a volatility of 6.03%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than CSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | CSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 6.03% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 12.91% | -6.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 22.58% | -12.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 21.59% | -11.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 23.93% | -13.06% |