RAPZX vs. CIBFX

Last updated Aug 4, 2026

RAPZX (Cohen & Steers Real Assets Fund Inc) and CIBFX (American Funds Capital Income Builder Fund Class F-1) are both Global Allocation funds. Over the past 10 years, RAPZX returned 6.60%/yr vs 7.92%/yr for CIBFX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. RAPZX charges 0.80%/yr vs 0.64%/yr for CIBFX.

Performance

RAPZX vs. CIBFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Real Assets Fund Inc (RAPZX) and American Funds Capital Income Builder Fund Class F-1 (CIBFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RAPZX achieves a 13.04% return, which is significantly higher than CIBFX's 10.43% return. Over the past 10 years, RAPZX has underperformed CIBFX with an annualized return of 6.60%, while CIBFX has yielded a comparatively higher 7.92% annualized return.

RAPZX

• 1D: -0.57%
• 1M: 2.93%
• 6M: 7.94%
• YTD: 13.04%
• 1Y: 16.53%
• 3Y*: 10.25%
• 5Y*: 7.01%
• 10Y*: 6.60%
• ALL TIME*: 4.19%

CIBFX

• 1D: 0.08%
• 1M: 1.67%
• 6M: 6.70%
• YTD: 10.43%
• 1Y: 18.85%
• 3Y*: 14.89%
• 5Y*: 9.11%
• 10Y*: 7.92%
• ALL TIME*: 7.50%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CIBFX American Funds Capital Income Builder Fund Class F-1	$0.00	$0.00	$0.00
RAPZX Cohen & Steers Real Assets Fund Inc	$0.00	$0.00	$0.00

RAPZX vs. CIBFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RAPZX Cohen & Steers Real Assets Fund Inc	13.04%	11.96%	4.35%	3.88%	-2.05%	23.51%	-0.84%	17.77%	-8.44%	6.51%
CIBFX American Funds Capital Income Builder Fund Class F-1	10.43%	20.29%	10.16%	8.90%	-7.21%	14.95%	3.14%	17.16%	-7.10%	13.88%

Correlation

The correlation between RAPZX and CIBFX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.58
Correlation (3Y) Balances recent behavior with more history.	0.68
Correlation (5Y) Shows whether the relationship held over a longer period.	0.73
Correlation (10Y) Provides a long-term view across more market conditions.	0.75
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	0.76

The correlation between RAPZX and CIBFX shifts across timeframes, from 0.58 (1 year) to 0.76 (all time), reflecting how their relationship changes across market environments.

Return for Risk

RAPZX vs. CIBFX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RAPZX

RAPZX Risk / Return Rank: 61
RAPZX Sharpe Ratio Rank: 63
RAPZX Sortino Ratio Rank: 45
RAPZX Omega Ratio Rank: 69
RAPZX Calmar Ratio Rank: 78
RAPZX Martin Ratio Rank: 51

CIBFX

CIBFX Risk / Return Rank: 86
CIBFX Sharpe Ratio Rank: 90
CIBFX Sortino Ratio Rank: 88
CIBFX Omega Ratio Rank: 86
CIBFX Calmar Ratio Rank: 82
CIBFX Martin Ratio Rank: 86

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RAPZX vs. CIBFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Assets Fund Inc (RAPZX) 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.

	RAPZX	CIBFX	Difference
Sharpe ratio: Return per unit of total volatility	1.62	2.29	-0.67
Sortino ratio: Return per unit of downside risk	2.01	3.27	-1.27
Omega ratio: Gain probability vs. loss probability	1.32	1.43	-0.11
Calmar ratio: Return relative to maximum drawdown	2.68	2.87	-0.19
Martin ratio: Return relative to average drawdown	7.48	11.48	-4.00

RAPZX vs. CIBFX - Sharpe Ratio Comparison

The current RAPZX Sharpe Ratio is 1.62, which is comparable to the CIBFX Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of RAPZX and CIBFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RAPZX vs. CIBFX - Drawdown Comparison

The maximum RAPZX drawdown since its inception was -30.69%, smaller than the maximum CIBFX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for RAPZX and CIBFX.

Drawdown Indicators

	RAPZX	CIBFX	Difference
Max Drawdown Largest peak-to-trough decline	-30.69%	-43.26%	+12.57%
Max Drawdown (1Y) Largest decline over 1 year	-6.26%	-6.49%	+0.23%
Max Drawdown (3Y) Largest decline over 3 years	-8.84%	-8.89%	+0.05%
Max Drawdown (5Y) Largest decline over 5 years	-19.31%	-17.68%	-1.63%
Max Drawdown (10Y) Largest decline over 10 years	-30.69%	-25.28%	-5.41%
Current Drawdown Current decline from peak	-2.70%	0.00%	-2.70%
Average Drawdown Average peak-to-trough decline	-8.01%	-4.69%	-3.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.23%	1.62%	+0.61%

Volatility

RAPZX vs. CIBFX - Volatility Comparison

Cohen & Steers Real Assets Fund Inc (RAPZX) has a higher volatility of 2.10% compared to American Funds Capital Income Builder Fund Class F-1 (CIBFX) at 1.94%. This indicates that RAPZX's price experiences larger fluctuations and is considered to be riskier than CIBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RAPZX	CIBFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.10%	1.94%	+0.16%
Volatility (6M) Calculated over the trailing 6-month period	6.97%	6.55%	+0.42%
Volatility (1Y) Calculated over the trailing 1-year period	10.37%	8.19%	+2.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.76%	9.98%	+2.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.71%	10.77%	+1.94%

RAPZX vs. CIBFX - Expense Ratio Comparison

RAPZX has a 0.80% expense ratio, which is higher than CIBFX's 0.64% expense ratio.

Dividends

RAPZX vs. CIBFX - Dividend Comparison

RAPZX's dividend yield for the trailing twelve months is around 1.23%, less than CIBFX's 7.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CIBFX American Funds Capital Income Builder Fund Class F-1	7.04%	7.65%	5.69%	3.41%	3.37%	3.08%	3.34%	4.04%	3.72%	4.37%	3.46%	3.56%
RAPZX Cohen & Steers Real Assets Fund Inc	1.23%	1.44%	3.20%	2.71%	3.08%	9.61%	1.71%	2.85%	2.06%	1.76%	2.83%	2.00%

Frequently Asked Questions

Can I hold both RAPZX and CIBFX in my portfolio?

RAPZX and CIBFX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RAPZX or CIBFX?

RAPZX has higher volatility (2.10%) compared to CIBFX (1.94%). In terms of maximum drawdown, RAPZX dropped -30.69% vs CIBFX's -43.26%.

Which has better risk-adjusted returns?

CIBFX currently has the higher Sharpe Ratio (2.29 vs 1.62), 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.