JEQIX vs. CAIFX
JEQIX (Johnson Equity Income Fund) and CAIFX (American Funds Capital Income Builder Fund Class F-2) are both Dividend funds. Over the past 10 years, JEQIX returned 11.54%/yr vs 8.14%/yr for CAIFX. Their correlation of 0.86 means they have usually moved in the same direction. JEQIX charges 1.00%/yr vs 0.37%/yr for CAIFX.
Performance
JEQIX vs. CAIFX - Performance Comparison
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Returns By Period
In the year-to-date period, JEQIX achieves a 5.67% return, which is significantly lower than CAIFX's 10.50% return. Over the past 10 years, JEQIX has outperformed CAIFX with an annualized return of 11.54%, while CAIFX has yielded a comparatively lower 8.14% annualized return.
JEQIX
- 1D
- 0.77%
- 1M
- 1.81%
- 6M
- 2.25%
- YTD
- 5.67%
- 1Y
- 13.67%
- 3Y*
- 8.19%
- 5Y*
- 6.13%
- 10Y*
- 11.54%
- ALL TIME*
- 7.77%
CAIFX
- 1D
- 0.76%
- 1M
- 1.61%
- 6M
- 7.05%
- YTD
- 10.50%
- 1Y
- 19.06%
- 3Y*
- 14.97%
- 5Y*
- 9.39%
- 10Y*
- 8.14%
- ALL TIME*
- 6.77%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JEQIX vs. CAIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JEQIX Johnson Equity Income Fund | 5.67% | 11.76% | 4.39% | 13.42% | -9.65% | 25.94% | 12.25% | 34.04% | -2.69% | 25.04% |
CAIFX American Funds Capital Income Builder Fund Class F-2 | 10.50% | 20.63% | 10.47% | 9.21% | -6.95% | 15.26% | 3.41% | 17.49% | -7.10% | 14.19% |
Correlation
The correlation between JEQIX and CAIFX is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2008 | 0.86 |
The correlation between JEQIX and CAIFX shifts across timeframes, from 0.73 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JEQIX vs. CAIFX — Risk / Return Rank
JEQIX
CAIFX
JEQIX vs. CAIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Equity Income Fund (JEQIX) and American Funds Capital Income Builder Fund Class F-2 (CAIFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JEQIX | CAIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.41 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.77 | -1.33 |
| Martin ratioReturn relative to average drawdown | 5.19 | 11.12 | -5.93 |
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Drawdowns
JEQIX vs. CAIFX - Drawdown Comparison
The maximum JEQIX drawdown since its inception was -51.66%, which is greater than CAIFX's maximum drawdown of -36.83%. Use the drawdown chart below to compare losses from any high point for JEQIX and CAIFX.
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Drawdown Indicators
| JEQIX | CAIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -36.83% | -14.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -6.47% | -2.02% |
Max Drawdown (3Y)Largest decline over 3 years | -19.09% | -8.88% | -10.21% |
Max Drawdown (5Y)Largest decline over 5 years | -19.09% | -17.51% | -1.58% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -25.27% | -10.37% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.72% | -4.67% | -3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.61% | +0.74% |
Volatility
JEQIX vs. CAIFX - Volatility Comparison
Johnson Equity Income Fund (JEQIX) has a higher volatility of 3.29% compared to American Funds Capital Income Builder Fund Class F-2 (CAIFX) at 1.96%. This indicates that JEQIX's price experiences larger fluctuations and is considered to be riskier than CAIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEQIX | CAIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | 1.96% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 6.55% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.18% | 8.19% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.52% | 9.98% | +4.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.58% | 10.77% | +5.81% |
JEQIX vs. CAIFX - Expense Ratio Comparison
JEQIX has a 1.00% expense ratio, which is higher than CAIFX's 0.37% expense ratio.
Dividends
JEQIX vs. CAIFX - Dividend Comparison
JEQIX's dividend yield for the trailing twelve months is around 3.96%, less than CAIFX's 7.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIFX American Funds Capital Income Builder Fund Class F-2 | 7.31% | 7.93% | 5.98% | 3.69% | 3.66% | 3.36% | 3.60% | 4.31% | 3.76% | 4.63% | 3.73% | 3.82% |
JEQIX Johnson Equity Income Fund | 3.96% | 4.18% | 0.00% | 2.66% | 6.43% | 8.36% | 2.03% | 5.74% | 8.67% | 7.82% | 3.11% | 7.64% |
Frequently Asked Questions
JEQIX and CAIFX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JEQIX has higher volatility (3.29%) compared to CAIFX (1.96%). In terms of maximum drawdown, JEQIX dropped -51.66% vs CAIFX's -36.83%.
CAIFX currently has the higher Sharpe Ratio (2.19 vs 1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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