CAIFX vs. ABNFX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-2 (CAIFX) and American Funds The Bond Fund of America® Class F-2 (ABNFX).
CAIFX is an actively managed fund by American Funds. It was launched on Jul 30, 1987. ABNFX is managed by American Funds. It was launched on Aug 4, 2008.
Performance
CAIFX vs. ABNFX - Performance Comparison
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CAIFX vs. ABNFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIFX American Funds Capital Income Builder Fund Class F-2 | 1.69% | 20.63% | 10.47% | 9.21% | -6.95% | 15.26% | 3.41% | 17.49% | -7.10% | 14.19% |
ABNFX American Funds The Bond Fund of America® Class F-2 | -0.55% | 7.42% | 1.42% | 4.29% | -13.08% | -0.88% | 10.86% | 8.08% | 0.15% | 3.48% |
Returns By Period
In the year-to-date period, CAIFX achieves a 1.69% return, which is significantly higher than ABNFX's -0.55% return. Over the past 10 years, CAIFX has outperformed ABNFX with an annualized return of 7.76%, while ABNFX has yielded a comparatively lower 1.95% annualized return.
CAIFX
- 1D
- 1.49%
- 1M
- -4.13%
- YTD
- 1.69%
- 6M
- 4.35%
- 1Y
- 16.43%
- 3Y*
- 13.17%
- 5Y*
- 8.45%
- 10Y*
- 7.76%
ABNFX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.55%
- 6M
- 0.27%
- 1Y
- 3.61%
- 3Y*
- 3.18%
- 5Y*
- -0.01%
- 10Y*
- 1.95%
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CAIFX vs. ABNFX - Expense Ratio Comparison
CAIFX has a 0.37% expense ratio, which is higher than ABNFX's 0.35% expense ratio.
Return for Risk
CAIFX vs. ABNFX — Risk / Return Rank
CAIFX
ABNFX
CAIFX vs. ABNFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Fund Class F-2 (CAIFX) and American Funds The Bond Fund of America® Class F-2 (ABNFX). 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.
| CAIFX | ABNFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.90 | +0.75 |
Sortino ratioReturn per unit of downside risk | 2.23 | 1.29 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.16 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.52 | +0.52 |
Martin ratioReturn relative to average drawdown | 9.32 | 4.34 | +4.98 |
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
| CAIFX | ABNFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.90 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | -0.00 | +0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.40 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.65 | -0.12 |
Correlation
The correlation between CAIFX and ABNFX is 0.01, 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.
Dividends
CAIFX vs. ABNFX - Dividend Comparison
CAIFX's dividend yield for the trailing twelve months is around 7.87%, more than ABNFX's 4.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIFX American Funds Capital Income Builder Fund Class F-2 | 7.87% | 7.93% | 5.98% | 3.69% | 3.66% | 3.36% | 3.60% | 4.31% | 3.76% | 4.63% | 3.73% | 3.82% |
ABNFX American Funds The Bond Fund of America® Class F-2 | 4.01% | 4.37% | 4.55% | 3.19% | 2.37% | 2.07% | 5.15% | 3.72% | 2.65% | 2.10% | 2.31% | 2.24% |
Drawdowns
CAIFX vs. ABNFX - Drawdown Comparison
The maximum CAIFX drawdown since its inception was -36.83%, which is greater than ABNFX's maximum drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for CAIFX and ABNFX.
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Drawdown Indicators
| CAIFX | ABNFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.83% | -17.69% | -19.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -2.94% | -5.43% |
Max Drawdown (5Y)Largest decline over 5 years | -17.51% | -17.65% | +0.14% |
Max Drawdown (10Y)Largest decline over 10 years | -25.27% | -17.69% | -7.58% |
Current DrawdownCurrent decline from peak | -4.84% | -2.65% | -2.19% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -3.30% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.03% | +0.80% |
Volatility
CAIFX vs. ABNFX - Volatility Comparison
American Funds Capital Income Builder Fund Class F-2 (CAIFX) has a higher volatility of 3.72% compared to American Funds The Bond Fund of America® Class F-2 (ABNFX) at 1.49%. This indicates that CAIFX's price experiences larger fluctuations and is considered to be riskier than ABNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIFX | ABNFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 1.49% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 2.49% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 4.39% | +5.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 5.91% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 4.87% | +6.00% |