CFIHX vs. ANCFX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and American Funds Fundamental Investors Class A (ANCFX).
CFIHX is managed by American Funds. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
CFIHX vs. ANCFX - Performance Comparison
Loading graphics...
CFIHX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 19.29% |
Returns By Period
In the year-to-date period, CFIHX achieves a 1.72% return, which is significantly higher than ANCFX's -3.35% return.
CFIHX
- 1D
- 1.49%
- 1M
- -4.12%
- YTD
- 1.72%
- 6M
- 4.41%
- 1Y
- 16.56%
- 3Y*
- 13.01%
- 5Y*
- 8.41%
- 10Y*
- —
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CFIHX vs. ANCFX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
CFIHX vs. ANCFX — Risk / Return Rank
CFIHX
ANCFX
CFIHX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.33 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.00 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.28 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.13 | -0.08 |
Martin ratioReturn relative to average drawdown | 9.40 | 9.34 | +0.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CFIHX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.33 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.72 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.62 | +0.12 |
Correlation
The correlation between CFIHX and ANCFX is 0.86, 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. ANCFX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.98%, less than ANCFX's 8.85% 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% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
CFIHX vs. ANCFX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for CFIHX and ANCFX.
Loading graphics...
Drawdown Indicators
| CFIHX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -53.29% | +28.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -11.35% | +2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -25.07% | +7.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.93% | — |
Current DrawdownCurrent decline from peak | -4.83% | -8.02% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -7.34% | +3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.59% | -0.77% |
Volatility
CFIHX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-3 (CFIHX) is 3.72%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that CFIHX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CFIHX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 6.04% | -2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 11.03% | -4.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 18.13% | -7.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 16.72% | -6.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 17.67% | -6.67% |