CAIBX vs. RERGX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. RERGX is managed by American Funds.
Performance
CAIBX vs. RERGX - Performance Comparison
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CAIBX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, CAIBX has underperformed RERGX with an annualized return of 7.54%, while RERGX has yielded a comparatively higher 7.97% 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%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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CAIBX vs. RERGX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
CAIBX vs. RERGX — Risk / Return Rank
CAIBX
RERGX
CAIBX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.38 | +0.24 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.87 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.27 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.68 | +0.33 |
Martin ratioReturn relative to average drawdown | 9.18 | 6.37 | +2.81 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.38 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.20 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.48 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.38 | +0.53 |
Correlation
The correlation between CAIBX and RERGX is 0.85, 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. RERGX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, less than RERGX's 14.36% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
CAIBX vs. RERGX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for CAIBX and RERGX.
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Drawdown Indicators
| CAIBX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -37.30% | -6.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -12.52% | +4.15% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -37.30% | +19.65% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -37.30% | +12.02% |
Current DrawdownCurrent decline from peak | -4.85% | -10.11% | +5.26% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -9.28% | +5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 3.30% | -1.47% |
Volatility
CAIBX vs. RERGX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.72%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 7.27% | -3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 11.54% | -5.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 16.40% | -6.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 16.48% | -6.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 16.80% | -5.93% |