CAIFX vs. PJDZX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-2 (CAIFX) and PGIM Jennison Rising Dividend Fund (PJDZX).
CAIFX is an actively managed fund by American Funds. It was launched on Jul 30, 1987. PJDZX is managed by PGIM. It was launched on Mar 4, 2014.
Performance
CAIFX vs. PJDZX - Performance Comparison
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CAIFX vs. PJDZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIFX American Funds Capital Income Builder Fund Class F-2 | 0.19% | 20.63% | 10.47% | 9.21% | -6.95% | 15.26% | 3.41% | 17.49% | -7.10% | 14.19% |
PJDZX PGIM Jennison Rising Dividend Fund | 0.63% | 18.84% | 40.98% | 8.67% | -10.35% | 24.62% | 13.96% | 32.01% | -7.14% | 17.53% |
Returns By Period
In the year-to-date period, CAIFX achieves a 0.19% return, which is significantly lower than PJDZX's 0.63% return. Over the past 10 years, CAIFX has underperformed PJDZX with an annualized return of 7.60%, while PJDZX has yielded a comparatively higher 13.73% annualized return.
CAIFX
- 1D
- 0.25%
- 1M
- -6.24%
- YTD
- 0.19%
- 6M
- 3.35%
- 1Y
- 14.94%
- 3Y*
- 12.61%
- 5Y*
- 8.29%
- 10Y*
- 7.60%
PJDZX
- 1D
- -0.64%
- 1M
- -6.26%
- YTD
- 0.63%
- 6M
- 4.11%
- 1Y
- 16.90%
- 3Y*
- 22.99%
- 5Y*
- 13.38%
- 10Y*
- 13.73%
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CAIFX vs. PJDZX - Expense Ratio Comparison
CAIFX has a 0.37% expense ratio, which is lower than PJDZX's 0.99% expense ratio.
Return for Risk
CAIFX vs. PJDZX — Risk / Return Rank
CAIFX
PJDZX
CAIFX vs. PJDZX - 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 PGIM Jennison Rising Dividend Fund (PJDZX). 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 | PJDZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.18 | +0.34 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.64 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.26 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.43 | +0.34 |
Martin ratioReturn relative to average drawdown | 8.22 | 7.15 | +1.07 |
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 | PJDZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.18 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.82 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.80 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.73 | -0.22 |
Correlation
The correlation between CAIFX and PJDZX 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
CAIFX vs. PJDZX - Dividend Comparison
CAIFX's dividend yield for the trailing twelve months is around 7.99%, more than PJDZX's 6.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIFX American Funds Capital Income Builder Fund Class F-2 | 7.99% | 7.93% | 5.98% | 3.69% | 3.66% | 3.36% | 3.60% | 4.31% | 3.76% | 4.63% | 3.73% | 3.82% |
PJDZX PGIM Jennison Rising Dividend Fund | 6.39% | 6.44% | 34.62% | 1.21% | 0.93% | 8.48% | 4.75% | 4.32% | 10.34% | 1.83% | 1.48% | 1.31% |
Drawdowns
CAIFX vs. PJDZX - Drawdown Comparison
The maximum CAIFX drawdown since its inception was -36.83%, which is greater than PJDZX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for CAIFX and PJDZX.
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Drawdown Indicators
| CAIFX | PJDZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.83% | -33.59% | -3.24% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -11.70% | +3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -17.51% | -17.57% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -25.27% | -33.59% | +8.32% |
Current DrawdownCurrent decline from peak | -6.24% | -6.54% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -4.04% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.35% | -0.55% |
Volatility
CAIFX vs. PJDZX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-2 (CAIFX) is 3.31%, while PGIM Jennison Rising Dividend Fund (PJDZX) has a volatility of 3.79%. This indicates that CAIFX experiences smaller price fluctuations and is considered to be less risky than PJDZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIFX | PJDZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 3.79% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 8.19% | -2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.11% | 15.41% | -5.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.92% | 16.48% | -6.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 17.27% | -6.41% |