HDIVX vs. CAIBX
Compare and contrast key facts about Janus Henderson Dividend & Income Builder Fund (HDIVX) and American Funds Capital Income Builder Class A (CAIBX).
HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Performance
HDIVX vs. CAIBX - Performance Comparison
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HDIVX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | -0.71% | 29.24% | 8.84% | 18.06% | -8.70% | 11.73% | 5.20% | 18.85% | -9.07% | 17.78% |
CAIBX American Funds Capital Income Builder Class A | 0.14% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
Returns By Period
In the year-to-date period, HDIVX achieves a -0.71% return, which is significantly lower than CAIBX's 0.14% return. Over the past 10 years, HDIVX has outperformed CAIBX with an annualized return of 8.84%, while CAIBX has yielded a comparatively lower 7.38% annualized return.
HDIVX
- 1D
- 0.33%
- 1M
- -11.00%
- YTD
- -0.71%
- 6M
- 2.87%
- 1Y
- 19.41%
- 3Y*
- 14.93%
- 5Y*
- 10.16%
- 10Y*
- 8.84%
CAIBX
- 1D
- 0.24%
- 1M
- -6.25%
- YTD
- 0.14%
- 6M
- 3.24%
- 1Y
- 14.72%
- 3Y*
- 12.37%
- 5Y*
- 8.06%
- 10Y*
- 7.38%
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HDIVX vs. CAIBX - Expense Ratio Comparison
HDIVX has a 0.95% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Return for Risk
HDIVX vs. CAIBX — Risk / Return Rank
HDIVX
CAIBX
HDIVX vs. CAIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Dividend & Income Builder Fund (HDIVX) 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.
| HDIVX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.50 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.04 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.74 | -0.21 |
Martin ratioReturn relative to average drawdown | 5.75 | 8.07 | -2.32 |
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
| HDIVX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.50 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.82 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.68 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.91 | -0.21 |
Correlation
The correlation between HDIVX and CAIBX is 0.89, 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
HDIVX vs. CAIBX - Dividend Comparison
HDIVX's dividend yield for the trailing twelve months is around 7.28%, less than CAIBX's 7.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 7.28% | 7.60% | 6.54% | 3.11% | 4.14% | 4.59% | 3.26% | 3.20% | 4.19% | 2.76% | 3.12% | 3.02% |
CAIBX American Funds Capital Income Builder Class A | 7.77% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
HDIVX vs. CAIBX - Drawdown Comparison
The maximum HDIVX drawdown since its inception was -28.56%, smaller than the maximum CAIBX drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for HDIVX and CAIBX.
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Drawdown Indicators
| HDIVX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.56% | -43.68% | +15.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -8.37% | -2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -23.00% | -17.65% | -5.35% |
Max Drawdown (10Y)Largest decline over 10 years | -28.56% | -25.28% | -3.28% |
Current DrawdownCurrent decline from peak | -11.00% | -6.25% | -4.75% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -3.82% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 1.80% | +1.21% |
Volatility
HDIVX vs. CAIBX - Volatility Comparison
Janus Henderson Dividend & Income Builder Fund (HDIVX) has a higher volatility of 6.45% compared to American Funds Capital Income Builder Class A (CAIBX) at 3.30%. This indicates that HDIVX'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.
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Volatility by Period
| HDIVX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 3.30% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 5.94% | +3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.56% | 10.10% | +4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.40% | 9.93% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.38% | 10.86% | +2.52% |