CFIHX vs. AWSHX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
CFIHX is managed by American Funds. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
CFIHX vs. AWSHX - Performance Comparison
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CFIHX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFIHX American Funds Capital Income Builder Fund Class F-3 | 2.18% | 20.76% | 9.78% | 9.31% | -6.86% | 15.39% | 3.52% | 17.60% | -6.77% | 13.12% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -2.74% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 18.76% |
Returns By Period
In the year-to-date period, CFIHX achieves a 2.18% return, which is significantly higher than AWSHX's -2.74% return.
CFIHX
- 1D
- 0.09%
- 1M
- -2.28%
- YTD
- 2.18%
- 6M
- 4.52%
- 1Y
- 18.85%
- 3Y*
- 12.98%
- 5Y*
- 8.50%
- 10Y*
- —
AWSHX
- 1D
- 0.11%
- 1M
- -4.67%
- YTD
- -2.74%
- 6M
- -1.25%
- 1Y
- 17.30%
- 3Y*
- 16.01%
- 5Y*
- 11.28%
- 10Y*
- 12.14%
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CFIHX vs. AWSHX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
CFIHX vs. AWSHX — Risk / Return Rank
CFIHX
AWSHX
CFIHX vs. AWSHX - 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 Washington Mutual Investors Fund Class A (AWSHX). 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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.85 | +0.81 |
Sortino ratioReturn per unit of downside risk | 2.25 | 1.33 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.19 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.30 | +0.74 |
Martin ratioReturn relative to average drawdown | 9.15 | 5.65 | +3.50 |
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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.85 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.80 | +0.06 |
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 AWSHX is 0.89, 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. AWSHX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.94%, less than AWSHX's 10.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIHX American Funds Capital Income Builder Fund Class F-3 | 7.94% | 8.03% | 5.35% | 3.79% | 3.77% | 3.46% | 3.70% | 4.41% | 4.11% | 4.74% | 0.00% | 0.00% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.39% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
CFIHX vs. AWSHX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for CFIHX and AWSHX.
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Drawdown Indicators
| CFIHX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -53.95% | +28.69% |
Max Drawdown (1Y)Largest decline over 1 year | -6.46% | -8.37% | +1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -18.64% | +1.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -4.40% | -5.93% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -6.43% | +2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 2.39% | -0.52% |
Volatility
CFIHX vs. AWSHX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-3 (CFIHX) is 3.44%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.33%. This indicates that CFIHX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 4.33% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 8.27% | -2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 15.29% | -5.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 14.11% | -4.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 16.32% | -5.32% |