CFIHX vs. AMECX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and American Funds The Income Fund of America Class A (AMECX).
CFIHX is managed by American Funds. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CFIHX vs. AMECX - Performance Comparison
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CFIHX vs. AMECX - 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% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 11.24% |
Returns By Period
In the year-to-date period, CFIHX achieves a 1.72% return, which is significantly lower than AMECX's 2.83% return.
CFIHX
- 1D
- 1.49%
- 1M
- -4.12%
- YTD
- 1.72%
- 6M
- 4.41%
- 1Y
- 16.56%
- 3Y*
- 13.01%
- 5Y*
- 8.41%
- 10Y*
- —
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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CFIHX vs. AMECX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
CFIHX vs. AMECX — Risk / Return Rank
CFIHX
AMECX
CFIHX vs. AMECX - 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 The Income Fund of America Class A (AMECX). 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 | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.65 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.27 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.34 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.97 | +0.08 |
Martin ratioReturn relative to average drawdown | 9.40 | 9.13 | +0.27 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.65 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.86 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.72 | +0.02 |
Correlation
The correlation between CFIHX and AMECX is 0.97, 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. AMECX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.98%, less than AMECX's 9.73% 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% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
CFIHX vs. AMECX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for CFIHX and AMECX.
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Drawdown Indicators
| CFIHX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -41.92% | +16.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -8.19% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -15.78% | -1.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.13% | — |
Current DrawdownCurrent decline from peak | -4.83% | -4.48% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -4.46% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.77% | +0.05% |
Volatility
CFIHX vs. AMECX - Volatility Comparison
American Funds Capital Income Builder Fund Class F-3 (CFIHX) has a higher volatility of 3.72% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that CFIHX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 3.35% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 5.64% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 9.54% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 9.45% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 10.67% | +0.33% |