CAIBX vs. DJIA

In the year-to-date period, CAIBX achieves a -2.60% return, which is significantly higher than DJIA's -8.49% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CAIBX has a 0.59% expense ratio, which is lower than DJIA's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Global X Dow 30 Covered Call ETF (DJIA). 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.

The current CAIBX Sharpe Ratio is 0.51, which is higher than the DJIA Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of CAIBX and DJIA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CAIBX's dividend yield for the trailing twelve months is around 3.48%, less than DJIA's 13.28% yield.

The maximum CAIBX drawdown since its inception was -42.62%, which is greater than DJIA's maximum drawdown of -16.91%. Use the drawdown chart below to compare losses from any high point for CAIBX and DJIA. For additional features, visit the drawdowns tool.

The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 5.46%, while Global X Dow 30 Covered Call ETF (DJIA) has a volatility of 7.27%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than DJIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.