PDSYX vs. CIBFX
Compare and contrast key facts about Principal Diversified Select Real Asset Fund (PDSYX) and American Funds Capital Income Builder Fund Class F-1 (CIBFX).
PDSYX is managed by Principal Funds. It was launched on Jul 2, 2019. CIBFX is an actively managed fund by American Funds. It was launched on Jul 30, 1987.
Performance
PDSYX vs. CIBFX - Performance Comparison
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PDSYX vs. CIBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PDSYX Principal Diversified Select Real Asset Fund | 3.24% | 7.90% | 3.65% | 2.45% | -5.36% | 14.81% | 2.43% | 4.08% |
CIBFX American Funds Capital Income Builder Fund Class F-1 | 0.14% | 20.29% | 10.16% | 8.90% | -7.21% | 14.95% | 3.14% | 5.76% |
Returns By Period
In the year-to-date period, PDSYX achieves a 3.24% return, which is significantly higher than CIBFX's 0.14% return.
PDSYX
- 1D
- 0.04%
- 1M
- -1.39%
- YTD
- 3.24%
- 6M
- 4.72%
- 1Y
- 10.25%
- 3Y*
- 5.56%
- 5Y*
- 4.38%
- 10Y*
- —
CIBFX
- 1D
- 0.25%
- 1M
- -6.26%
- YTD
- 0.14%
- 6M
- 3.21%
- 1Y
- 14.64%
- 3Y*
- 12.30%
- 5Y*
- 7.99%
- 10Y*
- 7.34%
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PDSYX vs. CIBFX - Expense Ratio Comparison
PDSYX has a 1.20% expense ratio, which is higher than CIBFX's 0.64% expense ratio.
Return for Risk
PDSYX vs. CIBFX — Risk / Return Rank
PDSYX
CIBFX
PDSYX vs. CIBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Select Real Asset Fund (PDSYX) 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.
| PDSYX | CIBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.49 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.90 | 2.02 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.30 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.73 | +0.20 |
Martin ratioReturn relative to average drawdown | 16.97 | 8.02 | +8.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PDSYX | CIBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.49 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.81 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.63 | -0.09 |
Correlation
The correlation between PDSYX and CIBFX is 0.83, 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.
Dividends
PDSYX vs. CIBFX - Dividend Comparison
PDSYX's dividend yield for the trailing twelve months is around 1.79%, less than CIBFX's 7.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDSYX Principal Diversified Select Real Asset Fund | 1.79% | 1.85% | 2.18% | 2.06% | 1.58% | 7.46% | 2.70% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% |
CIBFX American Funds Capital Income Builder Fund Class F-1 | 7.70% | 7.65% | 5.69% | 3.41% | 3.37% | 3.08% | 3.34% | 4.04% | 3.72% | 4.37% | 3.46% | 3.56% |
Drawdowns
PDSYX vs. CIBFX - Drawdown Comparison
The maximum PDSYX drawdown since its inception was -30.01%, smaller than the maximum CIBFX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PDSYX and CIBFX.
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Drawdown Indicators
| PDSYX | CIBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.01% | -43.26% | +13.25% |
Max Drawdown (1Y)Largest decline over 1 year | -5.32% | -8.37% | +3.05% |
Max Drawdown (5Y)Largest decline over 5 years | -10.95% | -17.68% | +6.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.28% | — |
Current DrawdownCurrent decline from peak | -1.53% | -6.26% | +4.73% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -4.74% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 1.81% | -1.21% |
Volatility
PDSYX vs. CIBFX - Volatility Comparison
The current volatility for Principal Diversified Select Real Asset Fund (PDSYX) is 1.07%, while American Funds Capital Income Builder Fund Class F-1 (CIBFX) has a volatility of 3.31%. This indicates that PDSYX 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
| PDSYX | CIBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 3.31% | -2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 2.23% | 5.95% | -3.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.83% | 10.12% | -3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 9.93% | -3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.82% | 10.86% | -2.04% |