CAIBX vs. GSBFX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and Goldman Sachs Income Builder Fund (GSBFX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAIBX or GSBFX.
Correlation
The correlation between CAIBX and GSBFX is 0.80, 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.
Performance
CAIBX vs. GSBFX - Performance Comparison
Key characteristics
CAIBX:
1.28
GSBFX:
0.89
CAIBX:
1.74
GSBFX:
1.24
CAIBX:
1.26
GSBFX:
1.18
CAIBX:
1.52
GSBFX:
0.88
CAIBX:
7.37
GSBFX:
3.72
CAIBX:
1.84%
GSBFX:
1.85%
CAIBX:
10.60%
GSBFX:
7.75%
CAIBX:
-42.62%
GSBFX:
-41.29%
CAIBX:
-1.61%
GSBFX:
-3.13%
Returns By Period
In the year-to-date period, CAIBX achieves a 4.38% return, which is significantly higher than GSBFX's 0.39% return. Over the past 10 years, CAIBX has outperformed GSBFX with an annualized return of 5.60%, while GSBFX has yielded a comparatively lower 4.75% annualized return.
CAIBX
4.38%
-0.82%
2.44%
13.46%
9.35%
5.60%
GSBFX
0.39%
-1.25%
-0.98%
6.97%
6.67%
4.75%
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CAIBX vs. GSBFX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is lower than GSBFX's 0.79% expense ratio.
Risk-Adjusted Performance
CAIBX vs. GSBFX — Risk-Adjusted Performance Rank
CAIBX
GSBFX
CAIBX vs. GSBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Goldman Sachs Income Builder Fund (GSBFX). 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. GSBFX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 3.25%, less than GSBFX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 3.25% | 3.35% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.62% | 4.67% |
GSBFX Goldman Sachs Income Builder Fund | 4.20% | 4.14% | 4.09% | 4.10% | 3.12% | 3.05% | 3.53% | 3.99% | 3.53% | 3.78% | 4.33% | 4.07% |
Drawdowns
CAIBX vs. GSBFX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -42.62%, roughly equal to the maximum GSBFX drawdown of -41.29%. Use the drawdown chart below to compare losses from any high point for CAIBX and GSBFX. For additional features, visit the drawdowns tool.
Volatility
CAIBX vs. GSBFX - Volatility Comparison
American Funds Capital Income Builder Class A (CAIBX) has a higher volatility of 7.30% compared to Goldman Sachs Income Builder Fund (GSBFX) at 5.52%. This indicates that CAIBX's price experiences larger fluctuations and is considered to be riskier than GSBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.