CFIHX vs. PUDZX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and PGIM Real Assets Fund (PUDZX).
CFIHX is managed by American Funds. PUDZX is managed by PGIM. It was launched on Dec 29, 2010.
Performance
CFIHX vs. PUDZX - Performance Comparison
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CFIHX vs. PUDZX - 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% |
PUDZX PGIM Real Assets Fund | 10.18% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 4.74% |
Returns By Period
In the year-to-date period, CFIHX achieves a 1.72% return, which is significantly lower than PUDZX's 10.18% return.
CFIHX
- 1D
- 1.49%
- 1M
- -4.12%
- YTD
- 1.72%
- 6M
- 4.41%
- 1Y
- 16.56%
- 3Y*
- 13.01%
- 5Y*
- 8.41%
- 10Y*
- —
PUDZX
- 1D
- 0.86%
- 1M
- -1.59%
- YTD
- 10.18%
- 6M
- 12.08%
- 1Y
- 19.34%
- 3Y*
- 11.86%
- 5Y*
- 9.21%
- 10Y*
- 7.01%
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CFIHX vs. PUDZX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is higher than PUDZX's 0.25% 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. PUDZX — Risk / Return Rank
CFIHX
PUDZX
CFIHX vs. PUDZX - 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 PGIM Real Assets Fund (PUDZX). 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 | PUDZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 2.04 | -0.38 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.65 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.41 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.45 | -0.40 |
Martin ratioReturn relative to average drawdown | 9.40 | 13.65 | -4.25 |
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 | PUDZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 2.04 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.87 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.52 | +0.21 |
Correlation
The correlation between CFIHX and PUDZX is 0.72, 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. PUDZX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.98%, less than PUDZX's 8.10% 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% |
PUDZX PGIM Real Assets Fund | 8.10% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
Drawdowns
CFIHX vs. PUDZX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, which is greater than PUDZX's maximum drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for CFIHX and PUDZX.
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Drawdown Indicators
| CFIHX | PUDZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -21.53% | -3.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -8.20% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -17.98% | +0.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.53% | — |
Current DrawdownCurrent decline from peak | -4.83% | -1.59% | -3.24% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -5.31% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.47% | +0.35% |
Volatility
CFIHX vs. PUDZX - Volatility Comparison
American Funds Capital Income Builder Fund Class F-3 (CFIHX) has a higher volatility of 3.72% compared to PGIM Real Assets Fund (PUDZX) at 2.71%. This indicates that CFIHX's price experiences larger fluctuations and is considered to be riskier than PUDZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | PUDZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 2.71% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 6.29% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 9.72% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 10.59% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 9.70% | +1.30% |