CFIHX vs. RGAGX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
CFIHX is managed by American Funds. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CFIHX vs. RGAGX - Performance Comparison
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CFIHX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 20.78% |
Returns By Period
In the year-to-date period, CFIHX achieves a 1.72% return, which is significantly higher than RGAGX's -7.99% return.
CFIHX
- 1D
- 1.49%
- 1M
- -4.12%
- YTD
- 1.72%
- 6M
- 4.41%
- 1Y
- 16.56%
- 3Y*
- 13.01%
- 5Y*
- 8.41%
- 10Y*
- —
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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CFIHX vs. RGAGX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is lower than RGAGX's 0.30% expense ratio.
Return for Risk
CFIHX vs. RGAGX — Risk / Return Rank
CFIHX
RGAGX
CFIHX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 0.86 | +0.79 |
Sortino ratioReturn per unit of downside risk | 2.24 | 1.37 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.20 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.29 | +0.75 |
Martin ratioReturn relative to average drawdown | 9.40 | 4.90 | +4.50 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 0.86 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.46 | +0.39 |
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 | 0.80 | -0.06 |
Correlation
The correlation between CFIHX and RGAGX is 0.76, 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. RGAGX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.98%, less than RGAGX's 11.95% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
CFIHX vs. RGAGX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for CFIHX and RGAGX.
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Drawdown Indicators
| CFIHX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -36.19% | +10.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -13.71% | +5.34% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -36.19% | +18.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.19% | — |
Current DrawdownCurrent decline from peak | -4.83% | -10.64% | +5.81% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -5.53% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 3.62% | -1.80% |
Volatility
CFIHX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-3 (CFIHX) is 3.72%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that CFIHX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 6.74% | -3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 12.12% | -5.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 21.00% | -10.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 20.23% | -10.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 19.64% | -8.64% |