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 Threadneedle. It was launched on Feb 15, 2006. 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: RBBAX or CAIBX.
Correlation
The correlation between RBBAX 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.
Performance
RBBAX vs. CAIBX - Performance Comparison
Key characteristics
RBBAX:
1.69
CAIBX:
1.65
RBBAX:
2.36
CAIBX:
2.16
RBBAX:
1.32
CAIBX:
1.31
RBBAX:
0.90
CAIBX:
2.05
RBBAX:
6.77
CAIBX:
6.66
RBBAX:
1.33%
CAIBX:
2.08%
RBBAX:
5.34%
CAIBX:
8.40%
RBBAX:
-23.64%
CAIBX:
-42.73%
RBBAX:
-0.87%
CAIBX:
-0.40%
Returns By Period
In the year-to-date period, RBBAX achieves a 2.31% return, which is significantly lower than CAIBX's 5.47% return. Over the past 10 years, RBBAX has underperformed CAIBX with an annualized return of 3.20%, while CAIBX has yielded a comparatively higher 5.31% annualized return.
RBBAX
2.31%
0.92%
2.00%
9.19%
2.34%
3.20%
CAIBX
5.47%
2.77%
2.77%
13.35%
6.23%
5.31%
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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.
Risk-Adjusted Performance
RBBAX vs. CAIBX — Risk-Adjusted Performance Rank
RBBAX
CAIBX
RBBAX vs. CAIBX - Risk-Adjusted Performance 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.
Dividends
RBBAX vs. CAIBX - Dividend Comparison
RBBAX's dividend yield for the trailing twelve months is around 3.84%, more than CAIBX's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | 3.84% | 3.96% | 3.81% | 3.36% | 2.70% | 3.20% | 2.98% | 3.23% | 3.48% | 2.89% | 3.43% | 3.09% |
CAIBX American Funds Capital Income Builder Class A | 3.18% | 3.35% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% |
Drawdowns
RBBAX vs. CAIBX - Drawdown Comparison
The maximum RBBAX drawdown since its inception was -23.64%, smaller than the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for RBBAX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
RBBAX vs. CAIBX - Volatility Comparison
The current volatility for Columbia Income Builder Fund (RBBAX) is 1.30%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 1.95%. 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.