RIRGX vs. MHELX
RIRGX (American Funds Capital Income Builder Fund Class R6) and MHELX (MH Elite Small Cap Fund of Funds Fund) are both Diversified Portfolio funds. Over the past 10 years, RIRGX returned 8.08%/yr vs 8.35%/yr for MHELX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. RIRGX charges 0.26%/yr vs 1.25%/yr for MHELX.
Performance
RIRGX vs. MHELX - Performance Comparison
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Returns By Period
In the year-to-date period, RIRGX achieves a 10.56% return, which is significantly lower than MHELX's 14.91% return. Both investments have delivered pretty close results over the past 10 years, with RIRGX having a 8.08% annualized return and MHELX not far ahead at 8.35%.
RIRGX
- 1D
- 0.74%
- 1M
- 1.61%
- 6M
- 7.10%
- YTD
- 10.56%
- 1Y
- 19.19%
- 3Y*
- 14.80%
- 5Y*
- 9.34%
- 10Y*
- 8.08%
- ALL TIME*
- 7.87%
MHELX
- 1D
- -1.73%
- 1M
- -5.11%
- 6M
- 9.53%
- YTD
- 14.91%
- 1Y
- 27.69%
- 3Y*
- 11.07%
- 5Y*
- 4.53%
- 10Y*
- 8.35%
- ALL TIME*
- 7.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RIRGX vs. MHELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIRGX American Funds Capital Income Builder Fund Class R6 | 10.56% | 20.76% | 9.78% | 9.31% | -6.85% | 15.39% | 3.31% | 17.61% | -6.75% | 14.30% |
MHELX MH Elite Small Cap Fund of Funds Fund | 14.91% | 3.45% | 12.51% | 16.30% | -20.27% | 14.07% | 20.57% | 22.49% | -12.76% | 12.42% |
Correlation
The correlation between RIRGX and MHELX is 0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.06 |
Correlation (3Y) Balances recent behavior with more history. | 0.15 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.45 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.66 |
Over the past year, the correlation between RIRGX and MHELX has dropped to 0.06 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
RIRGX vs. MHELX — Risk / Return Rank
RIRGX
MHELX
RIRGX vs. MHELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Fund Class R6 (RIRGX) and MH Elite Small Cap Fund of Funds Fund (MHELX). 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.
| RIRGX | MHELX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.86 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.26 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 3.10 | -0.31 |
| Martin ratioReturn relative to average drawdown | 11.20 | 9.86 | +1.34 |
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Drawdowns
RIRGX vs. MHELX - Drawdown Comparison
The maximum RIRGX drawdown since its inception was -25.25%, smaller than the maximum MHELX drawdown of -61.24%. Use the drawdown chart below to compare losses from any high point for RIRGX and MHELX.
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Drawdown Indicators
| RIRGX | MHELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.25% | -61.24% | +35.99% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | -8.52% | +2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -8.88% | -30.81% | +21.93% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -32.01% | +14.56% |
Max Drawdown (10Y)Largest decline over 10 years | -25.25% | -39.02% | +13.77% |
Current DrawdownCurrent decline from peak | 0.00% | -6.13% | +6.13% |
Average DrawdownAverage peak-to-trough decline | -3.03% | -12.87% | +9.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 2.68% | -1.07% |
Volatility
RIRGX vs. MHELX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Fund Class R6 (RIRGX) is 1.96%, while MH Elite Small Cap Fund of Funds Fund (MHELX) has a volatility of 4.12%. This indicates that RIRGX experiences smaller price fluctuations and is considered to be less risky than MHELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIRGX | MHELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.96% | 4.12% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 6.56% | 12.84% | -6.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.21% | 19.69% | -11.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.99% | 21.04% | -11.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.78% | 20.95% | -10.17% |
RIRGX vs. MHELX - Expense Ratio Comparison
RIRGX has a 0.26% expense ratio, which is lower than MHELX's 1.25% expense ratio.
Dividends
RIRGX vs. MHELX - Dividend Comparison
RIRGX's dividend yield for the trailing twelve months is around 7.41%, more than MHELX's 6.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHELX MH Elite Small Cap Fund of Funds Fund | 6.28% | 0.00% | 2.19% | 0.00% | 14.45% | 5.03% | 2.70% | 6.13% | 0.00% | 5.17% | 5.51% | 6.93% |
RIRGX American Funds Capital Income Builder Fund Class R6 | 7.41% | 8.03% | 5.35% | 3.79% | 3.77% | 3.46% | 3.49% | 4.41% | 4.12% | 4.73% | 2.88% | 3.92% |
Frequently Asked Questions
RIRGX and MHELX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MHELX has higher volatility (4.12%) compared to RIRGX (1.96%). In terms of maximum drawdown, RIRGX dropped -25.25% vs MHELX's -61.24%.
RIRGX currently has the higher Sharpe Ratio (2.20 vs 1.34), 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.
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