LBNDX vs. CAIBX
Compare and contrast key facts about Lord Abbett Bond Debenture Fund (LBNDX) and American Funds Capital Income Builder Class A (CAIBX).
LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971. 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: LBNDX or CAIBX.
Performance
LBNDX vs. CAIBX - Performance Comparison
Returns By Period
In the year-to-date period, LBNDX achieves a 7.45% return, which is significantly lower than CAIBX's 11.94% return. Over the past 10 years, LBNDX has underperformed CAIBX with an annualized return of 3.57%, while CAIBX has yielded a comparatively higher 5.53% annualized return.
LBNDX
7.45%
0.89%
5.03%
11.74%
2.58%
3.57%
CAIBX
11.94%
-0.75%
7.64%
18.35%
6.72%
5.53%
Key characteristics
| LBNDX | CAIBX | |
|---|---|---|
| Sharpe Ratio | 2.85 | 2.39 |
| Sortino Ratio | 4.46 | 3.34 |
| Omega Ratio | 1.62 | 1.45 |
| Calmar Ratio | 0.99 | 3.47 |
| Martin Ratio | 18.02 | 15.07 |
| Ulcer Index | 0.60% | 1.22% |
| Daily Std Dev | 3.77% | 7.67% |
| Max Drawdown | -26.23% | -42.73% |
| Current Drawdown | -1.73% | -1.78% |
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LBNDX vs. CAIBX - Expense Ratio Comparison
LBNDX has a 0.77% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Correlation
The correlation between LBNDX and CAIBX is 0.54, 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.
Risk-Adjusted Performance
LBNDX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Bond Debenture Fund (LBNDX) 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
LBNDX vs. CAIBX - Dividend Comparison
LBNDX's dividend yield for the trailing twelve months is around 5.73%, more than CAIBX's 3.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | 5.73% | 5.12% | 5.06% | 3.81% | 3.71% | 4.01% | 4.78% | 4.24% | 4.64% | 4.72% | 6.95% | 5.33% |
CAIBX American Funds Capital Income Builder Class A | 3.12% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% | 3.30% |
Drawdowns
LBNDX vs. CAIBX - Drawdown Comparison
The maximum LBNDX drawdown since its inception was -26.23%, smaller than the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for LBNDX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
LBNDX vs. CAIBX - Volatility Comparison
The current volatility for Lord Abbett Bond Debenture Fund (LBNDX) is 0.97%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 2.01%. This indicates that LBNDX 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.