RBBAX vs. CAIBX
Compare and contrast key facts about Columbia Income Builder Fund (RBBAX) and American Funds Capital Income Builder Class A (CAIBX).
RBBAX is managed by Columbia. It was launched on Feb 15, 2006. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Performance
RBBAX vs. CAIBX - Performance Comparison
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RBBAX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | -0.23% | 11.15% | 4.96% | 9.02% | -12.87% | 6.08% | 10.15% | 13.77% | -2.66% | 7.51% |
CAIBX American Funds Capital Income Builder Class A | 0.14% | 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, RBBAX achieves a -0.23% return, which is significantly lower than CAIBX's 0.14% return. Over the past 10 years, RBBAX has underperformed CAIBX with an annualized return of 5.08%, while CAIBX has yielded a comparatively higher 7.38% annualized return.
RBBAX
- 1D
- 0.16%
- 1M
- -3.78%
- YTD
- -0.23%
- 6M
- 1.53%
- 1Y
- 8.74%
- 3Y*
- 7.43%
- 5Y*
- 2.72%
- 10Y*
- 5.08%
CAIBX
- 1D
- 0.24%
- 1M
- -6.25%
- YTD
- 0.14%
- 6M
- 3.24%
- 1Y
- 14.72%
- 3Y*
- 12.37%
- 5Y*
- 8.06%
- 10Y*
- 7.38%
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RBBAX vs. CAIBX - Expense Ratio Comparison
RBBAX has a 0.37% expense ratio, which is lower than CAIBX's 0.59% expense ratio.
Return for Risk
RBBAX vs. CAIBX — Risk / Return Rank
RBBAX
CAIBX
RBBAX vs. CAIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Income Builder Fund (RBBAX) 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.
| RBBAX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.50 | +0.12 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.04 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.31 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.74 | +0.33 |
Martin ratioReturn relative to average drawdown | 8.52 | 8.07 | +0.44 |
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
| RBBAX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.50 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.82 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.68 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.91 | -0.09 |
Correlation
The correlation between RBBAX and CAIBX is 0.85, 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
RBBAX vs. CAIBX - Dividend Comparison
RBBAX's dividend yield for the trailing twelve months is around 3.67%, less than CAIBX's 7.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | 3.67% | 3.85% | 3.95% | 3.82% | 4.94% | 4.73% | 4.07% | 3.90% | 3.92% | 3.47% | 3.01% | 6.84% |
CAIBX American Funds Capital Income Builder Class A | 7.77% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
RBBAX vs. CAIBX - Drawdown Comparison
The maximum RBBAX drawdown since its inception was -23.23%, smaller than the maximum CAIBX drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for RBBAX and CAIBX.
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Drawdown Indicators
| RBBAX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.23% | -43.68% | +20.45% |
Max Drawdown (1Y)Largest decline over 1 year | -4.27% | -8.37% | +4.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -17.65% | -0.41% |
Max Drawdown (10Y)Largest decline over 10 years | -18.06% | -25.28% | +7.22% |
Current DrawdownCurrent decline from peak | -3.78% | -6.25% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -3.82% | +0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.80% | -0.76% |
Volatility
RBBAX vs. CAIBX - Volatility Comparison
The current volatility for Columbia Income Builder Fund (RBBAX) is 2.05%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 3.30%. This indicates that RBBAX 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.
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Volatility by Period
| RBBAX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 3.30% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 3.19% | 5.94% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.55% | 10.10% | -4.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 9.93% | -3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.80% | 10.86% | -5.06% |