CFIHX vs. AIVSX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and American Funds Investment Company of America Class A (AIVSX).
CFIHX is managed by American Funds. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
CFIHX vs. AIVSX - Performance Comparison
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CFIHX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFIHX American Funds Capital Income Builder Fund Class F-3 | 1.72% | 20.76% | 9.78% | 9.31% | -6.86% | 15.39% | 3.52% | 17.60% | -6.77% | 13.12% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 16.33% |
Returns By Period
In the year-to-date period, CFIHX achieves a 1.72% return, which is significantly higher than AIVSX's -4.87% return.
CFIHX
- 1D
- 1.49%
- 1M
- -4.12%
- YTD
- 1.72%
- 6M
- 4.41%
- 1Y
- 16.56%
- 3Y*
- 13.01%
- 5Y*
- 8.41%
- 10Y*
- —
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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CFIHX vs. AIVSX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
CFIHX vs. AIVSX — Risk / Return Rank
CFIHX
AIVSX
CFIHX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Fund Class F-3 (CFIHX) and American Funds Investment Company of America Class A (AIVSX). 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.
| CFIHX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.04 | +0.62 |
Sortino ratioReturn per unit of downside risk | 2.24 | 1.59 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.23 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.72 | +0.33 |
Martin ratioReturn relative to average drawdown | 9.40 | 7.16 | +2.24 |
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
| CFIHX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.04 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.78 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.67 | +0.06 |
Correlation
The correlation between CFIHX and AIVSX is 0.87, 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
CFIHX vs. AIVSX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.98%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIHX American Funds Capital Income Builder Fund Class F-3 | 7.98% | 8.03% | 5.35% | 3.79% | 3.77% | 3.46% | 3.70% | 4.41% | 4.11% | 4.74% | 0.00% | 0.00% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
CFIHX vs. AIVSX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for CFIHX and AIVSX.
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Drawdown Indicators
| CFIHX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -50.90% | +25.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -10.76% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -24.31% | +6.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -4.83% | -7.34% | +2.51% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -5.93% | +2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.59% | -0.77% |
Volatility
CFIHX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-3 (CFIHX) is 3.72%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that CFIHX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 5.75% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 9.93% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 17.56% | -7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 15.96% | -6.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 16.55% | -5.55% |