CFIHX vs. HFRO
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and Highland Funds I - Highland Opportunities and Income Fund (HFRO).
CFIHX is managed by American Funds. HFRO is managed by Highland Funds. It was launched on Jan 13, 2000.
Performance
CFIHX vs. HFRO - Performance Comparison
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CFIHX vs. HFRO - 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% | 1.83% |
HFRO Highland Funds I - Highland Opportunities and Income Fund | -3.03% | 25.08% | -27.17% | -16.97% | 1.71% | 16.33% | -8.42% | 4.22% | -12.30% | 1.01% |
Returns By Period
In the year-to-date period, CFIHX achieves a 1.72% return, which is significantly higher than HFRO's -3.03% return.
CFIHX
- 1D
- 1.49%
- 1M
- -4.12%
- YTD
- 1.72%
- 6M
- 4.41%
- 1Y
- 16.56%
- 3Y*
- 13.01%
- 5Y*
- 8.41%
- 10Y*
- —
HFRO
- 1D
- -0.35%
- 1M
- -8.34%
- YTD
- -3.03%
- 6M
- -6.64%
- 1Y
- 19.01%
- 3Y*
- -5.65%
- 5Y*
- -4.78%
- 10Y*
- —
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CFIHX vs. HFRO - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is higher than HFRO's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
CFIHX vs. HFRO — Risk / Return Rank
CFIHX
HFRO
CFIHX vs. HFRO - 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 Highland Funds I - Highland Opportunities and Income Fund (HFRO). 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 | HFRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 0.80 | +0.85 |
Sortino ratioReturn per unit of downside risk | 2.24 | 1.20 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.18 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.18 | +0.87 |
Martin ratioReturn relative to average drawdown | 9.40 | 3.03 | +6.37 |
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 | HFRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 0.80 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | -0.20 | +1.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | -0.16 | +0.90 |
Correlation
The correlation between CFIHX and HFRO is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CFIHX vs. HFRO - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.98%, less than HFRO's 8.12% 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% |
HFRO Highland Funds I - Highland Opportunities and Income Fund | 8.12% | 7.73% | 8.90% | 12.02% | 8.97% | 8.41% | 8.99% | 7.43% | 7.22% | 0.99% |
Drawdowns
CFIHX vs. HFRO - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, smaller than the maximum HFRO drawdown of -52.79%. Use the drawdown chart below to compare losses from any high point for CFIHX and HFRO.
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Drawdown Indicators
| CFIHX | HFRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -52.79% | +27.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -15.74% | +7.37% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -52.79% | +35.34% |
Current DrawdownCurrent decline from peak | -4.83% | -34.89% | +30.06% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -20.50% | +17.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 6.13% | -4.31% |
Volatility
CFIHX vs. HFRO - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-3 (CFIHX) is 3.72%, while Highland Funds I - Highland Opportunities and Income Fund (HFRO) has a volatility of 7.74%. This indicates that CFIHX experiences smaller price fluctuations and is considered to be less risky than HFRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | HFRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 7.74% | -4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 15.13% | -9.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 23.78% | -13.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 23.58% | -13.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 22.53% | -11.53% |