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CSMIX vs. CAIBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CSMIX vs. CAIBX

Last updated May 12, 2025

Compare and contrast key facts about Columbia Small Cap Value Fund I (CSMIX) and American Funds Capital Income Builder Class A (CAIBX).

CSMIX is managed by Columbia Threadneedle. It was launched on Jul 25, 1986. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMIX or CAIBX.

Correlation

The correlation between CSMIX and CAIBX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

CSMIX vs. CAIBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Small Cap Value Fund I (CSMIX) and American Funds Capital Income Builder Class A (CAIBX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

CSMIX:

16.92%

CAIBX:

3.25%

Max Drawdown

CSMIX:

-0.38%

CAIBX:

-0.43%

Current Drawdown

CSMIX:

0.00%

CAIBX:

-0.26%

Returns By Period

CSMIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CAIBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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CSMIX vs. CAIBX - Expense Ratio Comparison

CSMIX has a 1.26% expense ratio, which is higher than CAIBX's 0.59% expense ratio.

CSMIX
Columbia Small Cap Value Fund I
CAIBX
American Funds Capital Income Builder Class A

Risk-Adjusted Performance

CSMIX vs. CAIBX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CSMIX
The Risk-Adjusted Performance Rank of CSMIX is 88
Overall Rank
The Sharpe Ratio Rank of CSMIX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of CSMIX is 88
Sortino Ratio Rank
The Omega Ratio Rank of CSMIX is 99
Omega Ratio Rank
The Calmar Ratio Rank of CSMIX is 88
Calmar Ratio Rank
The Martin Ratio Rank of CSMIX is 77
Martin Ratio Rank
CAIBX
The Risk-Adjusted Performance Rank of CAIBX is 8888
Overall Rank
The Sharpe Ratio Rank of CAIBX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of CAIBX is 8686
Sortino Ratio Rank
The Omega Ratio Rank of CAIBX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of CAIBX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of CAIBX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CSMIX vs. CAIBX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Value Fund I (CSMIX) and American Funds Capital Income Builder Class A (CAIBX). 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.

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Dividends

CSMIX vs. CAIBX - Dividend Comparison

CSMIX's dividend yield for the trailing twelve months is around 0.57%, less than CAIBX's 3.20% yield.

TTM20242023202220212020201920182017201620152014
CSMIX
Columbia Small Cap Value Fund I		0.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CAIBX
American Funds Capital Income Builder Class A		3.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CSMIX vs. CAIBX - Drawdown Comparison

The maximum CSMIX drawdown since its inception was -0.38%, smaller than the maximum CAIBX drawdown of -0.43%. Use the drawdown chart below to compare losses from any high point for CSMIX and CAIBX. For additional features, visit the drawdowns tool.

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Volatility

CSMIX vs. CAIBX - Volatility Comparison

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