CFIHX vs. TPDAX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-3 (CFIHX) and Timothy Plan Defensive Strategies Fund (TPDAX).
CFIHX is managed by American Funds. TPDAX is managed by Timothy Plan. It was launched on Nov 3, 2009.
Performance
CFIHX vs. TPDAX - Performance Comparison
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CFIHX vs. TPDAX - 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% |
TPDAX Timothy Plan Defensive Strategies Fund | 9.31% | 23.97% | 5.29% | 7.71% | -5.63% | 12.15% | 8.83% | 13.77% | -7.24% | 2.95% |
Returns By Period
In the year-to-date period, CFIHX achieves a 1.72% return, which is significantly lower than TPDAX's 9.31% return.
CFIHX
- 1D
- 1.49%
- 1M
- -4.12%
- YTD
- 1.72%
- 6M
- 4.41%
- 1Y
- 16.56%
- 3Y*
- 13.01%
- 5Y*
- 8.41%
- 10Y*
- —
TPDAX
- 1D
- 1.70%
- 1M
- -4.97%
- YTD
- 9.31%
- 6M
- 14.16%
- 1Y
- 26.35%
- 3Y*
- 14.37%
- 5Y*
- 9.70%
- 10Y*
- 7.28%
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CFIHX vs. TPDAX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is lower than TPDAX's 1.37% expense ratio.
Return for Risk
CFIHX vs. TPDAX — Risk / Return Rank
CFIHX
TPDAX
CFIHX vs. TPDAX - 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 Timothy Plan Defensive Strategies Fund (TPDAX). 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 | TPDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 2.18 | -0.52 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.82 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.41 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 3.59 | -1.54 |
Martin ratioReturn relative to average drawdown | 9.40 | 13.57 | -4.17 |
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 | TPDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 2.18 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.96 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.59 | +0.14 |
Correlation
The correlation between CFIHX and TPDAX is 0.71, 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. TPDAX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.98%, more than TPDAX's 0.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TPDAX Timothy Plan Defensive Strategies Fund | 0.73% | 0.80% | 2.76% | 2.35% | 4.48% | 0.50% | 0.00% | 2.89% | 2.69% | 0.13% | 0.33% |
Drawdowns
CFIHX vs. TPDAX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, which is greater than TPDAX's maximum drawdown of -22.29%. Use the drawdown chart below to compare losses from any high point for CFIHX and TPDAX.
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Drawdown Indicators
| CFIHX | TPDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -22.29% | -2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -7.58% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -17.58% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.29% | — |
Current DrawdownCurrent decline from peak | -4.83% | -4.97% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -4.94% | +1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.01% | -0.19% |
Volatility
CFIHX vs. TPDAX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-3 (CFIHX) is 3.72%, while Timothy Plan Defensive Strategies Fund (TPDAX) has a volatility of 4.40%. This indicates that CFIHX experiences smaller price fluctuations and is considered to be less risky than TPDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | TPDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 4.40% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 9.86% | -3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 12.29% | -2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 10.14% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 9.87% | +1.13% |