CIBFX vs. RERGX
Compare and contrast key facts about American Funds Capital Income Builder Fund Class F-1 (CIBFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
CIBFX is an actively managed fund by American Funds. It was launched on Jul 30, 1987. RERGX is managed by American Funds.
Performance
CIBFX vs. RERGX - Performance Comparison
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CIBFX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, CIBFX achieves a 0.14% return, which is significantly higher than RERGX's -5.45% return. Both investments have delivered pretty close results over the past 10 years, with CIBFX having a 7.34% annualized return and RERGX not far ahead at 7.68%.
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%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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CIBFX vs. RERGX - Expense Ratio Comparison
CIBFX has a 0.64% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
CIBFX vs. RERGX — Risk / Return Rank
CIBFX
RERGX
CIBFX vs. RERGX - 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 American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.10 | +0.39 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.52 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.27 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.02 | 4.87 | +3.14 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.10 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.19 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.46 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.37 | +0.27 |
Correlation
The correlation between CIBFX and RERGX is 0.85, 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. RERGX - Dividend Comparison
CIBFX's dividend yield for the trailing twelve months is around 7.70%, less than RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
CIBFX vs. RERGX - Drawdown Comparison
The maximum CIBFX drawdown since its inception was -43.26%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for CIBFX and RERGX.
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Drawdown Indicators
| CIBFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -37.30% | -5.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -12.52% | +4.15% |
Max Drawdown (5Y)Largest decline over 5 years | -17.68% | -37.30% | +19.62% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -37.30% | +12.02% |
Current DrawdownCurrent decline from peak | -6.26% | -12.52% | +6.26% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -9.28% | +4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 3.25% | -1.44% |
Volatility
CIBFX vs. RERGX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class F-1 (CIBFX) is 3.31%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that CIBFX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIBFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 6.59% | -3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 5.95% | 11.23% | -5.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.12% | 16.21% | -6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.93% | 16.43% | -6.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 16.78% | -5.92% |