MHEIX vs. CIBFX
MHEIX (MH Elite Income Fund of Funds) and CIBFX (American Funds Capital Income Builder Fund Class F-1) are both Global Allocation funds. Over the past 10 years, MHEIX returned 3.18%/yr vs 8.13%/yr for CIBFX. A 0.54 correlation means they provide meaningful diversification when combined. MHEIX charges 1.25%/yr vs 0.64%/yr for CIBFX.
Performance
MHEIX vs. CIBFX - Performance Comparison
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Returns By Period
In the year-to-date period, MHEIX achieves a 2.09% return, which is significantly lower than CIBFX's 7.46% return. Over the past 10 years, MHEIX has underperformed CIBFX with an annualized return of 3.18%, while CIBFX has yielded a comparatively higher 8.13% annualized return.
MHEIX
- 1D
- 0.00%
- 1M
- 0.37%
- YTD
- 2.09%
- 6M
- 2.27%
- 1Y
- 7.98%
- 3Y*
- 6.01%
- 5Y*
- 2.13%
- 10Y*
- 3.18%
CIBFX
- 1D
- 0.06%
- 1M
- 0.13%
- YTD
- 7.46%
- 6M
- 7.29%
- 1Y
- 17.34%
- 3Y*
- 14.94%
- 5Y*
- 8.60%
- 10Y*
- 8.13%
MHEIX vs. CIBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHEIX MH Elite Income Fund of Funds | 2.09% | 4.76% | 5.98% | 7.55% | -9.83% | 2.44% | 5.27% | 11.10% | -3.24% | 5.40% |
CIBFX American Funds Capital Income Builder Fund Class F-1 | 7.46% | 20.29% | 10.16% | 8.90% | -7.21% | 14.95% | 3.14% | 17.16% | -7.10% | 13.88% |
Correlation
The correlation between MHEIX and CIBFX is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2013 | 0.54 |
Over the past year, the correlation between MHEIX and CIBFX has dropped to 0.08 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
MHEIX vs. CIBFX — Risk / Return Rank
MHEIX
CIBFX
MHEIX vs. CIBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MH Elite Income Fund of Funds (MHEIX) and American Funds Capital Income Builder Fund Class F-1 (CIBFX). 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.
| MHEIX | CIBFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.40 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.75 | -0.98 |
| Martin ratioReturn relative to average drawdown | 4.48 | 10.89 | -6.41 |
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Drawdowns
MHEIX vs. CIBFX - Drawdown Comparison
The maximum MHEIX drawdown since its inception was -16.95%, smaller than the maximum CIBFX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MHEIX and CIBFX.
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Drawdown Indicators
| MHEIX | CIBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.95% | -43.26% | +26.31% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -6.49% | +1.95% |
Max Drawdown (3Y)Largest decline over 3 years | -6.57% | -8.89% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -13.62% | -17.68% | +4.06% |
Max Drawdown (10Y)Largest decline over 10 years | -16.95% | -25.28% | +8.33% |
Current DrawdownCurrent decline from peak | -1.81% | -0.67% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -2.47% | -4.70% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.64% | +0.14% |
Volatility
MHEIX vs. CIBFX - Volatility Comparison
The current volatility for MH Elite Income Fund of Funds (MHEIX) is 1.23%, while American Funds Capital Income Builder Fund Class F-1 (CIBFX) has a volatility of 2.48%. This indicates that MHEIX experiences smaller price fluctuations and is considered to be less risky than CIBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MHEIX | CIBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 2.48% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 5.93% | 6.62% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.27% | 8.26% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 10.01% | -4.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.24% | 10.88% | -5.64% |
MHEIX vs. CIBFX - Expense Ratio Comparison
MHEIX has a 1.25% expense ratio, which is higher than CIBFX's 0.64% expense ratio.
Dividends
MHEIX vs. CIBFX - Dividend Comparison
MHEIX's dividend yield for the trailing twelve months is around 3.71%, less than CIBFX's 7.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIBFX American Funds Capital Income Builder Fund Class F-1 | 7.23% | 7.65% | 5.69% | 3.41% | 3.37% | 3.08% | 3.34% | 4.04% | 3.72% | 4.37% | 3.46% | 3.56% |
MHEIX MH Elite Income Fund of Funds | 3.71% | 0.00% | 3.33% | 2.38% | 3.17% | 1.49% | 2.30% | 2.21% | 2.10% | 1.69% | 2.48% | 2.87% |
Frequently Asked Questions
MHEIX and CIBFX have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIBFX has higher volatility (2.48%) compared to MHEIX (1.23%). In terms of maximum drawdown, MHEIX dropped -16.95% vs CIBFX's -43.26%.
CIBFX currently has the higher Sharpe Ratio (2.17 vs 1.28), 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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