CAIBX vs. F
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and Ford Motor Company (F).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAIBX or F.
Key characteristics
| CAIBX | F | |
|---|---|---|
| YTD Return | 2.04% | 4.72% |
| 1Y Return | 8.81% | 13.33% |
| 3Y Return (Ann) | 3.21% | 8.58% |
| 5Y Return (Ann) | 5.62% | 7.97% |
| 10Y Return (Ann) | 4.99% | 2.61% |
| Sharpe Ratio | 1.04 | 0.33 |
| Daily Std Dev | 8.28% | 34.13% |
| Max Drawdown | -42.73% | -95.56% |
| Current Drawdown | -1.64% | -42.31% |
Correlation
The correlation between CAIBX and F is 0.47, 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.
Performance
CAIBX vs. F - Performance Comparison
In the year-to-date period, CAIBX achieves a 2.04% return, which is significantly lower than F's 4.72% return. Over the past 10 years, CAIBX has outperformed F with an annualized return of 4.99%, while F has yielded a comparatively lower 2.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CAIBX vs. F - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Ford Motor Company (F). 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.
Dividends
CAIBX vs. F - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 3.45%, less than F's 5.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 3.45% | 3.47% | 3.43% | 3.14% | 3.38% | 4.24% | 3.79% | 4.66% | 3.50% | 3.60% | 4.63% | 3.30% |
F Ford Motor Company | 5.03% | 10.20% | 4.03% | 0.45% | 1.60% | 6.05% | 9.18% | 5.20% | 7.01% | 4.26% | 3.23% | 2.35% |
Drawdowns
CAIBX vs. F - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -42.73%, smaller than the maximum F drawdown of -95.56%. Use the drawdown chart below to compare losses from any high point for CAIBX and F. For additional features, visit the drawdowns tool.
Volatility
CAIBX vs. F - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 2.77%, while Ford Motor Company (F) has a volatility of 10.49%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than F based on this measure. The chart below showcases a comparison of their rolling one-month volatility.