CFIHX vs. WWWEX
CFIHX (American Funds Capital Income Builder Fund Class F-3) and WWWEX (Kinetics The Global Fund) are both Diversified Portfolio funds. Over the past 5 years, CFIHX returned 9.34%/yr vs 13.30%/yr for WWWEX. Their 0.48 correlation means their historical movements had little consistent relationship. CFIHX charges 0.26%/yr vs 1.39%/yr for WWWEX.
Performance
CFIHX vs. WWWEX - Performance Comparison
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Returns By Period
In the year-to-date period, CFIHX achieves a 10.57% return, which is significantly higher than WWWEX's 4.79% return.
CFIHX
- 1D
- 0.75%
- 1M
- 1.61%
- 6M
- 7.11%
- YTD
- 10.57%
- 1Y
- 19.19%
- 3Y*
- 14.81%
- 5Y*
- 9.34%
- 10Y*
- —
- ALL TIME*
- 8.72%
WWWEX
- 1D
- 1.26%
- 1M
- 1.02%
- 6M
- -0.88%
- YTD
- 4.79%
- 1Y
- 0.83%
- 3Y*
- 28.06%
- 5Y*
- 13.30%
- 10Y*
- 15.16%
- ALL TIME*
- 4.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CFIHX vs. WWWEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFIHX American Funds Capital Income Builder Fund Class F-3 | 10.57% | 20.76% | 9.78% | 9.31% | -6.86% | 15.39% | 3.52% | 17.60% | -6.77% | 13.12% |
WWWEX Kinetics The Global Fund | 4.79% | 2.89% | 72.15% | 11.83% | -6.45% | 16.29% | 25.00% | 21.61% | -23.57% | 45.87% |
Correlation
The correlation between CFIHX and WWWEX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.54 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.48 |
The correlation between CFIHX and WWWEX has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.
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Return for Risk
CFIHX vs. WWWEX — Risk / Return Rank
CFIHX
WWWEX
CFIHX vs. WWWEX - 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 Kinetics The Global Fund (WWWEX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CFIHX | WWWEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.26 | ||
| Sortino ratioReturn per unit of downside risk | +3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.00 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | -0.07 | +2.87 |
| Martin ratioReturn relative to average drawdown | 11.21 | -0.15 | +11.36 |
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Drawdowns
CFIHX vs. WWWEX - Drawdown Comparison
The maximum CFIHX drawdown since its inception was -25.26%, smaller than the maximum WWWEX drawdown of -82.60%. Use the drawdown chart below to compare losses from any high point for CFIHX and WWWEX.
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Drawdown Indicators
| CFIHX | WWWEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.26% | -82.60% | +57.34% |
Max Drawdown (1Y)Largest decline over 1 year | -6.46% | -13.86% | +7.40% |
Max Drawdown (3Y)Largest decline over 3 years | -8.88% | -17.66% | +8.78% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -26.62% | +9.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.00% | — |
Current DrawdownCurrent decline from peak | 0.00% | -9.61% | +9.61% |
Average DrawdownAverage peak-to-trough decline | -3.38% | -41.12% | +37.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 6.63% | -5.02% |
Volatility
CFIHX vs. WWWEX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-3 (CFIHX) is 1.96%, while Kinetics The Global Fund (WWWEX) has a volatility of 3.67%. This indicates that CFIHX experiences smaller price fluctuations and is considered to be less risky than WWWEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIHX | WWWEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.96% | 3.67% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 6.56% | 13.30% | -6.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.21% | 17.34% | -9.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.00% | 19.41% | -9.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.92% | 19.24% | -8.32% |
CFIHX vs. WWWEX - Expense Ratio Comparison
CFIHX has a 0.26% expense ratio, which is lower than WWWEX's 1.39% expense ratio.
Dividends
CFIHX vs. WWWEX - Dividend Comparison
CFIHX's dividend yield for the trailing twelve months is around 7.41%, more than WWWEX's 2.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIHX American Funds Capital Income Builder Fund Class F-3 | 7.41% | 8.03% | 5.35% | 3.79% | 3.77% | 3.46% | 3.70% | 4.41% | 4.11% | 4.74% | 0.00% | 0.00% |
WWWEX Kinetics The Global Fund | 2.46% | 2.58% | 0.98% | 2.50% | 1.47% | 3.50% | 0.00% | 0.00% | 0.08% | 9.04% | 0.40% | 0.06% |
Frequently Asked Questions
CFIHX and WWWEX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WWWEX has higher volatility (3.67%) compared to CFIHX (1.96%). In terms of maximum drawdown, CFIHX dropped -25.26% vs WWWEX's -82.60%.
CFIHX currently has the higher Sharpe Ratio (2.20 vs -0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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