CIBFX vs. RAPZX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-1 (CIBFX) and Cohen & Steers Real Assets Fund Inc (RAPZX).
CIBFX is an actively managed fund by American Funds. It was launched on Jul 30, 1987. RAPZX is managed by Cohen & Steers. It was launched on Jan 30, 2012.
Performance
CIBFX vs. RAPZX - Performance Comparison
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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 | 0.14% | 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 | 10.26% | 11.96% | 4.35% | 3.88% | -2.05% | 23.51% | -0.84% | 17.77% | -8.44% | 6.51% |
Returns By Period
In the year-to-date period, CIBFX achieves a 0.14% return, which is significantly lower than RAPZX's 10.26% return. Both investments have delivered pretty close results over the past 10 years, with CIBFX having a 7.34% annualized return and RAPZX not far behind at 7.09%.
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%
RAPZX
- 1D
- 0.25%
- 1M
- -2.41%
- YTD
- 10.26%
- 6M
- 7.91%
- 1Y
- 16.67%
- 3Y*
- 10.27%
- 5Y*
- 8.74%
- 10Y*
- 7.09%
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CIBFX vs. RAPZX - Expense Ratio Comparison
CIBFX has a 0.64% expense ratio, which is lower than RAPZX's 0.80% expense ratio.
Return for Risk
CIBFX vs. RAPZX — Risk / Return Rank
CIBFX
RAPZX
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.
| CIBFX | RAPZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.41 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.77 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.30 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.94 | -0.20 |
Martin ratioReturn relative to average drawdown | 8.02 | 8.99 | -0.97 |
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 | RAPZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.41 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.68 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.56 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.34 | +0.29 |
Correlation
The correlation between CIBFX and RAPZX is 0.77, 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. RAPZX - Dividend Comparison
CIBFX's dividend yield for the trailing twelve months is around 7.70%, more than RAPZX's 1.31% 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% |
RAPZX Cohen & Steers Real Assets Fund Inc | 1.31% | 1.44% | 3.20% | 2.71% | 3.08% | 9.61% | 1.71% | 2.85% | 2.06% | 1.76% | 2.83% | 2.00% |
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.
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Drawdown Indicators
| CIBFX | RAPZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -30.69% | -12.57% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -8.84% | +0.47% |
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 DrawdownCurrent decline from peak | -6.26% | -2.88% | -3.38% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -8.16% | +3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.90% | -0.09% |
Volatility
CIBFX vs. RAPZX - Volatility Comparison
American Funds Capital Income Builder Fund Class F-1 (CIBFX) has a higher volatility of 3.31% compared to Cohen & Steers Real Assets Fund Inc (RAPZX) at 2.90%. This indicates that CIBFX's price experiences larger fluctuations and is considered to be riskier than RAPZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIBFX | RAPZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 2.90% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 5.95% | 9.10% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.12% | 12.24% | -2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.93% | 12.86% | -2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 12.81% | -1.95% |