CAIBX vs. VTRS
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and Viatris Inc. (VTRS).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAIBX or VTRS.
Key characteristics
| CAIBX | VTRS | |
|---|---|---|
| YTD Return | 2.04% | 9.84% |
| 1Y Return | 8.81% | 36.78% |
| 3Y Return (Ann) | 3.21% | -0.24% |
| 5Y Return (Ann) | 5.62% | -13.85% |
| 10Y Return (Ann) | 4.99% | -12.15% |
| Sharpe Ratio | 1.04 | 1.30 |
| Daily Std Dev | 8.28% | 26.81% |
| Max Drawdown | -42.73% | -88.24% |
| Current Drawdown | -1.64% | -82.51% |
Correlation
The correlation between CAIBX and VTRS is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CAIBX vs. VTRS - Performance Comparison
In the year-to-date period, CAIBX achieves a 2.04% return, which is significantly lower than VTRS's 9.84% return. Over the past 10 years, CAIBX has outperformed VTRS with an annualized return of 4.99%, while VTRS has yielded a comparatively lower -12.15% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CAIBX vs. VTRS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Viatris Inc. (VTRS). 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. VTRS - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 3.45%, less than VTRS's 4.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 3.45% | 3.47% | 3.43% | 3.14% | 3.38% | 4.24% | 3.79% | 4.66% | 3.50% | 3.60% | 4.63% | 3.30% |
VTRS Viatris Inc. | 4.07% | 4.43% | 4.31% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CAIBX vs. VTRS - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -42.73%, smaller than the maximum VTRS drawdown of -88.24%. Use the drawdown chart below to compare losses from any high point for CAIBX and VTRS. For additional features, visit the drawdowns tool.
Volatility
CAIBX vs. VTRS - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 2.77%, while Viatris Inc. (VTRS) has a volatility of 5.23%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than VTRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.