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CAIBX vs. VIG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CAIBX and VIG 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.


-0.50.00.51.0
Correlation: 0.9

Performance

CAIBX vs. VIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Capital Income Builder Class A (CAIBX) and Vanguard Dividend Appreciation ETF (VIG). The values are adjusted to include any dividend payments, if applicable.

150.00%200.00%250.00%300.00%350.00%400.00%450.00%500.00%NovemberDecember2025FebruaryMarchApril
196.02%
451.87%
CAIBX
VIG

Key characteristics

Sharpe Ratio

CAIBX:

1.28

VIG:

0.56

Sortino Ratio

CAIBX:

1.74

VIG:

0.89

Omega Ratio

CAIBX:

1.26

VIG:

1.13

Calmar Ratio

CAIBX:

1.52

VIG:

0.59

Martin Ratio

CAIBX:

7.37

VIG:

2.59

Ulcer Index

CAIBX:

1.84%

VIG:

3.40%

Daily Std Dev

CAIBX:

10.60%

VIG:

15.75%

Max Drawdown

CAIBX:

-42.62%

VIG:

-46.81%

Current Drawdown

CAIBX:

-1.61%

VIG:

-7.63%

Returns By Period

In the year-to-date period, CAIBX achieves a 4.38% return, which is significantly higher than VIG's -3.20% return. Over the past 10 years, CAIBX has underperformed VIG with an annualized return of 5.53%, while VIG has yielded a comparatively higher 10.94% annualized return.


CAIBX

YTD

4.38%

1M

-0.86%

6M

2.44%

1Y

13.66%

5Y*

9.56%

10Y*

5.53%

VIG

YTD

-3.20%

1M

-3.07%

6M

-3.29%

1Y

8.84%

5Y*

13.07%

10Y*

10.94%

*Annualized

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CAIBX vs. VIG - Expense Ratio Comparison

CAIBX has a 0.59% expense ratio, which is higher than VIG's 0.06% expense ratio.


Expense ratio chart for CAIBX: current value is 0.59%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
CAIBX: 0.59%
Expense ratio chart for VIG: current value is 0.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIG: 0.06%

Risk-Adjusted Performance

CAIBX vs. VIG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAIBX
The Risk-Adjusted Performance Rank of CAIBX is 8686
Overall Rank
The Sharpe Ratio Rank of CAIBX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of CAIBX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of CAIBX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of CAIBX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of CAIBX is 9090
Martin Ratio Rank

VIG
The Risk-Adjusted Performance Rank of VIG is 6363
Overall Rank
The Sharpe Ratio Rank of VIG is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VIG is 6060
Sortino Ratio Rank
The Omega Ratio Rank of VIG is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VIG is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VIG is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CAIBX vs. VIG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Vanguard Dividend Appreciation ETF (VIG). 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.


The chart of Sharpe ratio for CAIBX, currently valued at 1.28, compared to the broader market-1.000.001.002.003.00
CAIBX: 1.28
VIG: 0.56
The chart of Sortino ratio for CAIBX, currently valued at 1.74, compared to the broader market-2.000.002.004.006.008.00
CAIBX: 1.74
VIG: 0.89
The chart of Omega ratio for CAIBX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.00
CAIBX: 1.26
VIG: 1.13
The chart of Calmar ratio for CAIBX, currently valued at 1.52, compared to the broader market0.002.004.006.008.0010.00
CAIBX: 1.52
VIG: 0.59
The chart of Martin ratio for CAIBX, currently valued at 7.37, compared to the broader market0.0010.0020.0030.0040.0050.00
CAIBX: 7.37
VIG: 2.59

The current CAIBX Sharpe Ratio is 1.28, which is higher than the VIG Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of CAIBX and VIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.28
0.56
CAIBX
VIG

Dividends

CAIBX vs. VIG - Dividend Comparison

CAIBX's dividend yield for the trailing twelve months is around 5.57%, more than VIG's 1.88% yield.


TTM20242023202220212020201920182017201620152014
CAIBX
American Funds Capital Income Builder Class A
5.57%5.76%3.47%3.43%3.14%3.38%4.24%3.80%4.68%3.52%3.62%4.67%
VIG
Vanguard Dividend Appreciation ETF
1.88%1.73%1.88%1.96%1.55%1.63%1.71%2.08%1.88%2.14%2.34%1.95%

Drawdowns

CAIBX vs. VIG - Drawdown Comparison

The maximum CAIBX drawdown since its inception was -42.62%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for CAIBX and VIG. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-1.61%
-7.63%
CAIBX
VIG

Volatility

CAIBX vs. VIG - Volatility Comparison

The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 7.30%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 11.67%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
7.30%
11.67%
CAIBX
VIG