CAIBX vs. RGAGX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CAIBX vs. RGAGX - Performance Comparison
Loading graphics...
CAIBX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 2.02% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.02% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, CAIBX achieves a 2.02% return, which is significantly higher than RGAGX's -7.02% return. Over the past 10 years, CAIBX has underperformed RGAGX with an annualized return of 7.58%, while RGAGX has yielded a comparatively higher 14.86% annualized return.
CAIBX
- 1D
- 0.36%
- 1M
- -2.21%
- YTD
- 2.02%
- 6M
- 4.70%
- 1Y
- 16.43%
- 3Y*
- 13.07%
- 5Y*
- 8.30%
- 10Y*
- 7.58%
RGAGX
- 1D
- 1.05%
- 1M
- -4.01%
- YTD
- -7.02%
- 6M
- -6.46%
- 1Y
- 17.22%
- 3Y*
- 21.05%
- 5Y*
- 9.52%
- 10Y*
- 14.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CAIBX vs. RGAGX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
CAIBX vs. RGAGX — Risk / Return Rank
CAIBX
RGAGX
CAIBX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.88 | +0.76 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.40 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.20 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.40 | +0.61 |
Martin ratioReturn relative to average drawdown | 9.11 | 5.24 | +3.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CAIBX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.88 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.47 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.76 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.80 | +0.11 |
Correlation
The correlation between CAIBX and RGAGX 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.
Dividends
CAIBX vs. RGAGX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.63%, less than RGAGX's 11.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 7.63% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.82% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
CAIBX vs. RGAGX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for CAIBX and RGAGX.
Loading graphics...
Drawdown Indicators
| CAIBX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -36.19% | -7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -13.71% | +6.89% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -36.19% | +18.54% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -36.19% | +10.91% |
Current DrawdownCurrent decline from peak | -4.50% | -9.70% | +5.20% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -5.53% | +1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 3.67% | -1.82% |
Volatility
CAIBX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.44%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.78%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CAIBX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 6.78% | -3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 12.17% | -6.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 21.02% | -10.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.94% | 20.22% | -10.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 19.64% | -8.78% |