CIBFX vs. IPIRX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-1 (CIBFX) and Voya Global Perspectives Portfolio (IPIRX).
CIBFX is an actively managed fund by American Funds. It was launched on Jul 30, 1987. IPIRX is managed by Voya. It was launched on Apr 30, 2013.
Performance
CIBFX vs. IPIRX - Performance Comparison
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CIBFX vs. IPIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIBFX American Funds Capital Income Builder Fund Class F-1 | 0.14% | 20.29% | 10.16% | 8.90% | -7.21% | 14.95% | 3.14% | 17.16% | -7.10% | 13.88% |
IPIRX Voya Global Perspectives Portfolio | -3.05% | 14.21% | 7.31% | 10.65% | -17.52% | 6.06% | 16.10% | 18.35% | -9.87% | 15.00% |
Returns By Period
In the year-to-date period, CIBFX achieves a 0.14% return, which is significantly higher than IPIRX's -3.05% return. Over the past 10 years, CIBFX has outperformed IPIRX with an annualized return of 7.34%, while IPIRX has yielded a comparatively lower 5.44% annualized return.
CIBFX
- 1D
- 0.25%
- 1M
- -6.26%
- YTD
- 0.14%
- 6M
- 3.21%
- 1Y
- 14.64%
- 3Y*
- 12.30%
- 5Y*
- 7.99%
- 10Y*
- 7.34%
IPIRX
- 1D
- -1.07%
- 1M
- -7.88%
- YTD
- -3.05%
- 6M
- -1.28%
- 1Y
- 10.48%
- 3Y*
- 7.95%
- 5Y*
- 2.82%
- 10Y*
- 5.44%
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CIBFX vs. IPIRX - Expense Ratio Comparison
CIBFX has a 0.64% expense ratio, which is higher than IPIRX's 0.20% expense ratio.
Return for Risk
CIBFX vs. IPIRX — Risk / Return Rank
CIBFX
IPIRX
CIBFX vs. IPIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Fund Class F-1 (CIBFX) and Voya Global Perspectives Portfolio (IPIRX). 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.
| CIBFX | IPIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.02 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.52 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.21 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.98 | +0.75 |
Martin ratioReturn relative to average drawdown | 8.02 | 4.41 | +3.61 |
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
| CIBFX | IPIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.02 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.27 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.57 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.52 | +0.11 |
Correlation
The correlation between CIBFX and IPIRX is 0.86, 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
CIBFX vs. IPIRX - Dividend Comparison
CIBFX's dividend yield for the trailing twelve months is around 7.70%, more than IPIRX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIBFX American Funds Capital Income Builder Fund Class F-1 | 7.70% | 7.65% | 5.69% | 3.41% | 3.37% | 3.08% | 3.34% | 4.04% | 3.72% | 4.37% | 3.46% | 3.56% |
IPIRX Voya Global Perspectives Portfolio | 5.82% | 5.64% | 3.25% | 14.65% | 13.55% | 6.34% | 6.25% | 7.80% | 1.30% | 2.78% | 2.78% | 7.16% |
Drawdowns
CIBFX vs. IPIRX - Drawdown Comparison
The maximum CIBFX drawdown since its inception was -43.26%, which is greater than IPIRX's maximum drawdown of -24.97%. Use the drawdown chart below to compare losses from any high point for CIBFX and IPIRX.
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Drawdown Indicators
| CIBFX | IPIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -24.97% | -18.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -7.88% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -17.68% | -24.97% | +7.29% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -24.97% | -0.31% |
Current DrawdownCurrent decline from peak | -6.26% | -7.88% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -4.89% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.99% | -0.18% |
Volatility
CIBFX vs. IPIRX - Volatility Comparison
American Funds Capital Income Builder Fund Class F-1 (CIBFX) and Voya Global Perspectives Portfolio (IPIRX) have volatilities of 3.31% and 3.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIBFX | IPIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 3.44% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 5.95% | 6.50% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.12% | 11.05% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.93% | 10.73% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 9.69% | +1.17% |