CIBFX vs. PDRDX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-1 (CIBFX) and Principal Diversified Real Asset Fund (PDRDX).
CIBFX is an actively managed fund by American Funds. It was launched on Jul 30, 1987. PDRDX is managed by Principal. It was launched on Mar 15, 2010.
Performance
CIBFX vs. PDRDX - Performance Comparison
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CIBFX vs. PDRDX - 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% |
PDRDX Principal Diversified Real Asset Fund | 9.23% | 14.63% | 3.09% | 3.22% | -6.19% | 17.30% | 3.97% | 15.02% | -7.90% | 10.18% |
Returns By Period
In the year-to-date period, CIBFX achieves a 0.14% return, which is significantly lower than PDRDX's 9.23% return. Over the past 10 years, CIBFX has outperformed PDRDX with an annualized return of 7.34%, while PDRDX has yielded a comparatively lower 6.54% 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%
PDRDX
- 1D
- 0.23%
- 1M
- -4.09%
- YTD
- 9.23%
- 6M
- 11.95%
- 1Y
- 21.29%
- 3Y*
- 9.59%
- 5Y*
- 7.08%
- 10Y*
- 6.54%
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CIBFX vs. PDRDX - Expense Ratio Comparison
CIBFX has a 0.64% expense ratio, which is lower than PDRDX's 0.83% expense ratio.
Return for Risk
CIBFX vs. PDRDX — Risk / Return Rank
CIBFX
PDRDX
CIBFX vs. PDRDX - 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 Principal Diversified Real Asset Fund (PDRDX). 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 | PDRDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.93 | -0.44 |
Sortino ratioReturn per unit of downside risk | 2.02 | 2.53 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.39 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.35 | -0.62 |
Martin ratioReturn relative to average drawdown | 8.02 | 12.85 | -4.84 |
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 | PDRDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.93 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.65 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.61 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.49 | +0.14 |
Correlation
The correlation between CIBFX and PDRDX is 0.81, 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. PDRDX - Dividend Comparison
CIBFX's dividend yield for the trailing twelve months is around 7.70%, more than PDRDX's 3.93% 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% |
PDRDX Principal Diversified Real Asset Fund | 3.93% | 4.19% | 2.43% | 2.52% | 12.88% | 6.56% | 0.52% | 2.36% | 3.47% | 2.21% | 2.61% | 0.99% |
Drawdowns
CIBFX vs. PDRDX - Drawdown Comparison
The maximum CIBFX drawdown since its inception was -43.26%, which is greater than PDRDX's maximum drawdown of -28.55%. Use the drawdown chart below to compare losses from any high point for CIBFX and PDRDX.
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Drawdown Indicators
| CIBFX | PDRDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -28.55% | -14.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -9.19% | +0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -17.68% | -19.35% | +1.67% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -28.55% | +3.27% |
Current DrawdownCurrent decline from peak | -6.26% | -4.23% | -2.03% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -6.03% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.68% | +0.13% |
Volatility
CIBFX vs. PDRDX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-1 (CIBFX) is 3.31%, while Principal Diversified Real Asset Fund (PDRDX) has a volatility of 3.59%. This indicates that CIBFX experiences smaller price fluctuations and is considered to be less risky than PDRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIBFX | PDRDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 3.59% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 5.95% | 7.29% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.12% | 11.33% | -1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.93% | 10.95% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 10.76% | +0.10% |