MGHYX vs. CAIBX
Compare and contrast key facts about DWS Global High Income Fund (MGHYX) and American Funds Capital Income Builder Class A (CAIBX).
MGHYX is managed by DWS. It was launched on Mar 16, 1998. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Performance
MGHYX vs. CAIBX - Performance Comparison
Loading graphics...
MGHYX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGHYX DWS Global High Income Fund | -0.34% | 9.82% | 6.99% | 11.17% | -11.67% | 3.22% | 6.83% | 16.36% | -1.85% | 6.49% |
CAIBX American Funds Capital Income Builder Class A | 1.65% | 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, MGHYX achieves a -0.34% return, which is significantly lower than CAIBX's 1.65% return. Over the past 10 years, MGHYX has underperformed CAIBX with an annualized return of 5.07%, while CAIBX has yielded a comparatively higher 7.54% annualized return.
MGHYX
- 1D
- 0.49%
- 1M
- -1.08%
- YTD
- -0.34%
- 6M
- 1.21%
- 1Y
- 8.81%
- 3Y*
- 7.79%
- 5Y*
- 3.45%
- 10Y*
- 5.07%
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MGHYX vs. CAIBX - Expense Ratio Comparison
MGHYX has a 0.60% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Return for Risk
MGHYX vs. CAIBX — Risk / Return Rank
MGHYX
CAIBX
MGHYX vs. CAIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Global High Income Fund (MGHYX) 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.
| MGHYX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.09 | 1.62 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.76 | 2.20 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.58 | 1.33 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.01 | +0.88 |
Martin ratioReturn relative to average drawdown | 11.90 | 9.18 | +2.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MGHYX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.09 | 1.62 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.83 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.70 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.91 | -0.89 |
Correlation
The correlation between MGHYX and CAIBX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MGHYX vs. CAIBX - Dividend Comparison
MGHYX's dividend yield for the trailing twelve months is around 7.33%, less than CAIBX's 7.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGHYX DWS Global High Income Fund | 7.33% | 7.17% | 5.58% | 4.35% | 5.81% | 4.20% | 5.81% | 5.63% | 6.96% | 3.76% | 0.00% | 0.00% |
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
MGHYX vs. CAIBX - Drawdown Comparison
The maximum MGHYX drawdown since its inception was -53.47%, which is greater than CAIBX's maximum drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for MGHYX and CAIBX.
Loading graphics...
Drawdown Indicators
| MGHYX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.47% | -43.68% | -9.79% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -8.37% | +5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -15.93% | -17.65% | +1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -21.84% | -25.28% | +3.44% |
Current DrawdownCurrent decline from peak | -1.55% | -4.85% | +3.30% |
Average DrawdownAverage peak-to-trough decline | -24.27% | -3.82% | -20.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 1.83% | -1.12% |
Volatility
MGHYX vs. CAIBX - Volatility Comparison
The current volatility for DWS Global High Income Fund (MGHYX) is 1.45%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 3.72%. This indicates that MGHYX 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.
Loading graphics...
Volatility by Period
| MGHYX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 3.72% | -2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.34% | 6.12% | -3.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.33% | 10.19% | -5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.06% | 9.95% | -4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.90% | 10.87% | -4.97% |