CAIBX vs. PMAIX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and Pioneer Multi-Asset Income Fund A (PMAIX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. PMAIX is managed by Amundi. It was launched on Dec 22, 2011.
Performance
CAIBX vs. PMAIX - Performance Comparison
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CAIBX vs. PMAIX - 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% |
PMAIX Pioneer Multi-Asset Income Fund A | 1.34% | 23.03% | 6.09% | 7.32% | -0.79% | 12.00% | 5.35% | 10.88% | -6.10% | 17.97% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than PMAIX's 1.34% return. Over the past 10 years, CAIBX has underperformed PMAIX with an annualized return of 7.54%, while PMAIX has yielded a comparatively higher 8.51% 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%
PMAIX
- 1D
- 0.54%
- 1M
- -2.74%
- YTD
- 1.34%
- 6M
- 4.36%
- 1Y
- 17.30%
- 3Y*
- 12.04%
- 5Y*
- 7.98%
- 10Y*
- 8.51%
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CAIBX vs. PMAIX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is lower than PMAIX's 0.85% expense ratio.
Return for Risk
CAIBX vs. PMAIX — Risk / Return Rank
CAIBX
PMAIX
CAIBX vs. PMAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Pioneer Multi-Asset Income Fund A (PMAIX). 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 | PMAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 2.43 | -0.81 |
Sortino ratioReturn per unit of downside risk | 2.20 | 3.08 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.52 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.50 | -0.50 |
Martin ratioReturn relative to average drawdown | 9.18 | 11.66 | -2.47 |
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 | PMAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.43 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 1.11 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 1.13 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 1.12 | -0.21 |
Correlation
The correlation between CAIBX and PMAIX is 0.71, 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. PMAIX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, more than PMAIX's 5.79% 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% |
PMAIX Pioneer Multi-Asset Income Fund A | 5.79% | 6.29% | 5.30% | 5.14% | 4.53% | 5.50% | 5.39% | 5.78% | 5.83% | 6.69% | 5.53% | 5.92% |
Drawdowns
CAIBX vs. PMAIX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for CAIBX and PMAIX.
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Drawdown Indicators
| CAIBX | PMAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -24.12% | -19.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -7.06% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -13.97% | -3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -24.12% | -1.16% |
Current DrawdownCurrent decline from peak | -4.85% | -3.10% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -2.69% | -1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.52% | +0.31% |
Volatility
CAIBX vs. PMAIX - Volatility Comparison
American Funds Capital Income Builder Class A (CAIBX) has a higher volatility of 3.72% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.29%. This indicates that CAIBX's price experiences larger fluctuations and is considered to be riskier than PMAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | PMAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 2.29% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 4.18% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 7.19% | +3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 7.20% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 7.58% | +3.29% |