GSBFX vs. CAIBX
Compare and contrast key facts about Goldman Sachs Income Builder Fund (GSBFX) and American Funds Capital Income Builder Class A (CAIBX).
GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994. 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: GSBFX or CAIBX.
Performance
GSBFX vs. CAIBX - Performance Comparison
Returns By Period
In the year-to-date period, GSBFX achieves a 10.39% return, which is significantly lower than CAIBX's 10.91% return. Over the past 10 years, GSBFX has underperformed CAIBX with an annualized return of 5.11%, while CAIBX has yielded a comparatively higher 5.45% annualized return.
GSBFX
10.39%
0.01%
6.21%
16.61%
5.62%
5.11%
CAIBX
10.91%
-1.88%
6.01%
17.41%
6.54%
5.45%
Key characteristics
| GSBFX | CAIBX | |
|---|---|---|
| Sharpe Ratio | 2.96 | 2.25 |
| Sortino Ratio | 4.28 | 3.15 |
| Omega Ratio | 1.58 | 1.42 |
| Calmar Ratio | 2.04 | 3.09 |
| Martin Ratio | 19.35 | 14.28 |
| Ulcer Index | 0.86% | 1.20% |
| Daily Std Dev | 5.62% | 7.65% |
| Max Drawdown | -41.29% | -42.73% |
| Current Drawdown | -0.81% | -2.69% |
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GSBFX vs. CAIBX - Expense Ratio Comparison
GSBFX has a 0.79% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Correlation
The correlation between GSBFX and CAIBX is 0.81, 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.
Risk-Adjusted Performance
GSBFX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Builder Fund (GSBFX) 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
GSBFX vs. CAIBX - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 3.99%, more than CAIBX's 3.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 3.99% | 4.09% | 4.10% | 3.12% | 3.05% | 3.53% | 3.99% | 3.53% | 3.78% | 4.33% | 4.07% | 3.65% |
CAIBX American Funds Capital Income Builder Class A | 3.15% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% | 3.30% |
Drawdowns
GSBFX vs. CAIBX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -41.29%, roughly equal to the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for GSBFX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
GSBFX vs. CAIBX - Volatility Comparison
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 1.37%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 1.88%. This indicates that GSBFX experiences smaller price fluctuations and is considered to be less risky than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.