CFIHX vs. CONWX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and Concorde Wealth Management Fund (CONWX).
CFIHX is managed by American Funds. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
CFIHX vs. CONWX - Performance Comparison
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CFIHX vs. CONWX - 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% |
CONWX Concorde Wealth Management Fund | 9.02% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 5.48% |
Returns By Period
In the year-to-date period, CFIHX achieves a 1.72% return, which is significantly lower than CONWX's 9.02% return.
CFIHX
- 1D
- 1.49%
- 1M
- -4.12%
- YTD
- 1.72%
- 6M
- 4.41%
- 1Y
- 16.56%
- 3Y*
- 13.01%
- 5Y*
- 8.41%
- 10Y*
- —
CONWX
- 1D
- 0.77%
- 1M
- -1.27%
- YTD
- 9.02%
- 6M
- 11.90%
- 1Y
- 17.99%
- 3Y*
- 12.74%
- 5Y*
- 7.52%
- 10Y*
- 8.70%
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CFIHX vs. CONWX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
CFIHX vs. CONWX — Risk / Return Rank
CFIHX
CONWX
CFIHX vs. CONWX - 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 Concorde Wealth Management Fund (CONWX). 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 | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.71 | -0.06 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.37 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.37 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.21 | -0.16 |
Martin ratioReturn relative to average drawdown | 9.40 | 12.51 | -3.12 |
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 | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.71 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.74 | +0.11 |
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 | 0.79 | -0.05 |
Correlation
The correlation between CFIHX and CONWX is 0.78, 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. CONWX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.98%, more than CONWX's 3.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CONWX Concorde Wealth Management Fund | 3.38% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% |
Drawdowns
CFIHX vs. CONWX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, roughly equal to the maximum CONWX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for CFIHX and CONWX.
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Drawdown Indicators
| CFIHX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -26.09% | +0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -8.60% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -12.49% | -4.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.09% | — |
Current DrawdownCurrent decline from peak | -4.83% | -1.27% | -3.56% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -2.78% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.52% | +0.30% |
Volatility
CFIHX vs. CONWX - Volatility Comparison
American Funds Capital Income Builder Fund Class F-3 (CFIHX) has a higher volatility of 3.72% compared to Concorde Wealth Management Fund (CONWX) at 2.25%. This indicates that CFIHX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 2.25% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 5.47% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 10.70% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 10.27% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 11.16% | -0.16% |