CIBFX vs. RAPZX

Last updated Aug 1, 2026

CIBFX (American Funds Capital Income Builder Fund Class F-1) and RAPZX (Cohen & Steers Real Assets Fund Inc) are both Global Allocation funds. Over the past 10 years, CIBFX returned 7.87%/yr vs 6.62%/yr for RAPZX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. CIBFX charges 0.64%/yr vs 0.80%/yr for RAPZX.

Performance

CIBFX vs. RAPZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Capital Income Builder Fund Class F-1 (CIBFX) and Cohen & Steers Real Assets Fund Inc (RAPZX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CIBFX achieves a 10.34% return, which is significantly lower than RAPZX's 13.68% return. Over the past 10 years, CIBFX has outperformed RAPZX with an annualized return of 7.87%, while RAPZX has yielded a comparatively lower 6.62% annualized return.

CIBFX

• 1D: 0.74%
• 1M: 1.59%
• 6M: 6.90%
• YTD: 10.34%
• 1Y: 18.75%
• 3Y*: 14.65%
• 5Y*: 9.09%
• 10Y*: 7.87%
• ALL TIME*: 7.49%

RAPZX

• 1D: 0.49%
• 1M: 3.52%
• 6M: 6.70%
• YTD: 13.68%
• 1Y: 17.19%
• 3Y*: 10.24%
• 5Y*: 7.13%
• 10Y*: 6.62%
• ALL TIME*: 4.23%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CIBFX American Funds Capital Income Builder Fund Class F-1	$0.00	$0.00	$0.00
RAPZX Cohen & Steers Real Assets Fund Inc	$0.00	$0.00	$0.00

CIBFX vs. RAPZX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CIBFX American Funds Capital Income Builder Fund Class F-1	10.34%	20.29%	10.16%	8.90%	-7.21%	14.95%	3.14%	17.16%	-7.10%	13.88%
RAPZX Cohen & Steers Real Assets Fund Inc	13.68%	11.96%	4.35%	3.88%	-2.05%	23.51%	-0.84%	17.77%	-8.44%	6.51%

Correlation

The correlation between CIBFX and RAPZX is 0.58, 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.	0.58
Correlation (3Y) Balances recent behavior with more history.	0.68
Correlation (5Y) Shows whether the relationship held over a longer period.	0.73
Correlation (10Y) Provides a long-term view across more market conditions.	0.75
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	0.76

The correlation between CIBFX and RAPZX shifts across timeframes, from 0.58 (1 year) to 0.76 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CIBFX vs. RAPZX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CIBFX

CIBFX Risk / Return Rank: 85
CIBFX Sharpe Ratio Rank: 87
CIBFX Sortino Ratio Rank: 85
CIBFX Omega Ratio Rank: 84
CIBFX Calmar Ratio Rank: 82
CIBFX Martin Ratio Rank: 85

RAPZX

RAPZX Risk / Return Rank: 65
RAPZX Sharpe Ratio Rank: 67
RAPZX Sortino Ratio Rank: 52
RAPZX Omega Ratio Rank: 72
RAPZX Calmar Ratio Rank: 80
RAPZX Martin Ratio Rank: 55

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CIBFX vs. RAPZX - 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 Cohen & Steers Real Assets Fund Inc (RAPZX). 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.

	CIBFX	RAPZX	Difference
Sharpe ratio: Return per unit of total volatility	2.15	1.59	+0.56
Sortino ratio: Return per unit of downside risk	3.08	1.97	+1.11
Omega ratio: Gain probability vs. loss probability	1.40	1.31	+0.09
Calmar ratio: Return relative to maximum drawdown	2.71	2.62	+0.09
Martin ratio: Return relative to average drawdown	10.86	7.36	+3.50

CIBFX vs. RAPZX - Sharpe Ratio Comparison

The current CIBFX Sharpe Ratio is 2.15, which is higher than the RAPZX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of CIBFX and RAPZX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CIBFX vs. RAPZX - Drawdown Comparison

The maximum CIBFX drawdown since its inception was -43.26%, which is greater than RAPZX's maximum drawdown of -30.69%. Use the drawdown chart below to compare losses from any high point for CIBFX and RAPZX.

Drawdown Indicators

	CIBFX	RAPZX	Difference
Max Drawdown Largest peak-to-trough decline	-43.26%	-30.69%	-12.57%
Max Drawdown (1Y) Largest decline over 1 year	-6.49%	-6.26%	-0.23%
Max Drawdown (3Y) Largest decline over 3 years	-8.89%	-8.84%	-0.05%
Max Drawdown (5Y) Largest decline over 5 years	-17.68%	-19.31%	+1.63%
Max Drawdown (10Y) Largest decline over 10 years	-25.28%	-30.69%	+5.41%
Current Drawdown Current decline from peak	0.00%	-2.14%	+2.14%
Average Drawdown Average peak-to-trough decline	-4.69%	-8.01%	+3.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.62%	2.23%	-0.61%

Volatility

CIBFX vs. RAPZX - Volatility Comparison

American Funds Capital Income Builder Fund Class F-1 (CIBFX) and Cohen & Steers Real Assets Fund Inc (RAPZX) have volatilities of 1.96% and 2.03%, 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.

Volatility by Period

	CIBFX	RAPZX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.96%	2.03%	-0.07%
Volatility (6M) Calculated over the trailing 6-month period	6.56%	6.98%	-0.42%
Volatility (1Y) Calculated over the trailing 1-year period	8.21%	10.38%	-2.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.98%	12.77%	-2.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.77%	12.72%	-1.95%

CIBFX vs. RAPZX - Expense Ratio Comparison

CIBFX has a 0.64% expense ratio, which is lower than RAPZX's 0.80% expense ratio.

Dividends

CIBFX vs. RAPZX - Dividend Comparison

CIBFX's dividend yield for the trailing twelve months is around 7.04%, more than RAPZX's 1.22% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CIBFX American Funds Capital Income Builder Fund Class F-1	7.04%	7.65%	5.69%	3.41%	3.37%	3.08%	3.34%	4.04%	3.72%	4.37%	3.46%	3.56%
RAPZX Cohen & Steers Real Assets Fund Inc	1.22%	1.44%	3.20%	2.71%	3.08%	9.61%	1.71%	2.85%	2.06%	1.76%	2.83%	2.00%

Frequently Asked Questions

Can I hold both CIBFX and RAPZX in my portfolio?

CIBFX and RAPZX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CIBFX or RAPZX?

RAPZX has higher volatility (2.03%) compared to CIBFX (1.96%). In terms of maximum drawdown, CIBFX dropped -43.26% vs RAPZX's -30.69%.

Which has better risk-adjusted returns?

CIBFX currently has the higher Sharpe Ratio (2.15 vs 1.59), 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.