Correlation
The correlation between NBARX and CAIBX is 0.84, 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.
NBARX vs. CAIBX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Moderate (NBARX) and American Funds Capital Income Builder Class A (CAIBX).
NBARX is managed by American Funds. It was launched on Aug 27, 2015. 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: NBARX or CAIBX.
Performance
NBARX vs. CAIBX - Performance Comparison
Loading data...
Key characteristics
NBARX:
1.52
CAIBX:
1.61
NBARX:
1.86
CAIBX:
1.95
NBARX:
1.27
CAIBX:
1.30
NBARX:
1.62
CAIBX:
1.71
NBARX:
7.83
CAIBX:
8.46
NBARX:
1.41%
CAIBX:
1.80%
NBARX:
8.23%
CAIBX:
10.63%
NBARX:
-18.50%
CAIBX:
-41.42%
NBARX:
0.00%
CAIBX:
-0.16%
Returns By Period
In the year-to-date period, NBARX achieves a 5.40% return, which is significantly lower than CAIBX's 8.71% return.
NBARX
5.40%
2.43%
3.53%
12.35%
5.51%
6.16%
N/A
CAIBX
8.71%
3.33%
6.59%
16.89%
7.84%
9.59%
6.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NBARX vs. CAIBX - Expense Ratio Comparison
NBARX has a 0.32% expense ratio, which is lower than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
NBARX vs. CAIBX — Risk-Adjusted Performance Rank
NBARX
CAIBX
NBARX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Moderate (NBARX) 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.
Loading data...
Dividends
NBARX vs. CAIBX - Dividend Comparison
NBARX's dividend yield for the trailing twelve months is around 3.18%, less than CAIBX's 5.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | 3.18% | 3.25% | 3.46% | 5.04% | 3.48% | 3.97% | 3.87% | 3.89% | 2.50% | 2.55% | 0.73% | 0.00% |
CAIBX American Funds Capital Income Builder Class A | 5.35% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.24% | 3.80% | 4.68% | 3.52% | 3.62% | 4.67% |
Drawdowns
NBARX vs. CAIBX - Drawdown Comparison
The maximum NBARX drawdown since its inception was -18.50%, smaller than the maximum CAIBX drawdown of -41.42%. Use the drawdown chart below to compare losses from any high point for NBARX and CAIBX.
Loading data...
Volatility
NBARX vs. CAIBX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Moderate (NBARX) is 1.88%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 2.35%. This indicates that NBARX 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 data...