CSMIX vs. CAIBX
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 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSMIX vs. CAIBX - Performance Comparison
Key characteristics
CSMIX:
-0.46
CAIBX:
1.27
CSMIX:
-0.51
CAIBX:
1.72
CSMIX:
0.94
CAIBX:
1.26
CSMIX:
-0.32
CAIBX:
1.49
CSMIX:
-1.29
CAIBX:
7.43
CSMIX:
8.26%
CAIBX:
1.79%
CSMIX:
23.42%
CAIBX:
10.46%
CSMIX:
-63.25%
CAIBX:
-42.62%
CSMIX:
-29.14%
CAIBX:
-3.63%
Returns By Period
In the year-to-date period, CSMIX achieves a -15.26% return, which is significantly lower than CAIBX's 2.23% return. Over the past 10 years, CSMIX has underperformed CAIBX with an annualized return of -1.50%, while CAIBX has yielded a comparatively higher 5.35% annualized return.
CSMIX
-15.26%
-9.75%
-16.65%
-10.76%
9.91%
-1.50%
CAIBX
2.23%
-2.94%
-1.12%
12.94%
9.48%
5.35%
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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.
Risk-Adjusted Performance
CSMIX vs. CAIBX — Risk-Adjusted Performance Rank
CSMIX
CAIBX
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.
Dividends
CSMIX vs. CAIBX - Dividend Comparison
CSMIX's dividend yield for the trailing twelve months is around 0.62%, less than CAIBX's 3.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMIX Columbia Small Cap Value Fund I | 0.62% | 0.53% | 0.56% | 0.35% | 0.16% | 0.42% | 0.46% | 0.41% | 0.01% | 0.37% | 0.34% | 0.42% |
CAIBX American Funds Capital Income Builder Class A | 3.32% | 3.35% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.62% | 4.67% |
Drawdowns
CSMIX vs. CAIBX - Drawdown Comparison
The maximum CSMIX drawdown since its inception was -63.25%, which is greater than CAIBX's maximum drawdown of -42.62%. Use the drawdown chart below to compare losses from any high point for CSMIX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
CSMIX vs. CAIBX - Volatility Comparison
Columbia Small Cap Value Fund I (CSMIX) has a higher volatility of 13.22% compared to American Funds Capital Income Builder Class A (CAIBX) at 7.00%. This indicates that CSMIX's price experiences larger fluctuations and is considered to be riskier than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.