SMCWX vs. CAIBX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and American Funds Capital Income Builder Class A (CAIBX).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Performance
SMCWX vs. CAIBX - Performance Comparison
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SMCWX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
CAIBX American Funds Capital Income Builder Class A | 1.65% | 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, SMCWX achieves a -1.05% return, which is significantly lower than CAIBX's 1.65% return. Over the past 10 years, SMCWX has outperformed CAIBX with an annualized return of 9.04%, while CAIBX has yielded a comparatively lower 7.54% annualized return.
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
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SMCWX vs. CAIBX - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Return for Risk
SMCWX vs. CAIBX — Risk / Return Rank
SMCWX
CAIBX
SMCWX vs. CAIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) 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.
| SMCWX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.62 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.72 | 2.20 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 2.01 | -0.35 |
Martin ratioReturn relative to average drawdown | 6.37 | 9.18 | -2.81 |
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
| SMCWX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.62 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.83 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.91 | -0.34 |
Correlation
The correlation between SMCWX and CAIBX is 0.74, 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
SMCWX vs. CAIBX - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 4.90%, less than CAIBX's 7.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
SMCWX vs. CAIBX - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than CAIBX's maximum drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for SMCWX and CAIBX.
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Drawdown Indicators
| SMCWX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -43.68% | -18.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -8.37% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -17.65% | -22.14% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -25.28% | -14.51% |
Current DrawdownCurrent decline from peak | -10.12% | -4.85% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -3.82% | -11.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 1.83% | +1.25% |
Volatility
SMCWX vs. CAIBX - Volatility Comparison
American Funds SMALLCAP World Fund Class A (SMCWX) has a higher volatility of 7.62% compared to American Funds Capital Income Builder Class A (CAIBX) at 3.72%. This indicates that SMCWX's price experiences larger fluctuations and is considered to be riskier 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
| SMCWX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 3.72% | +3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 6.12% | +5.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 10.19% | +7.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 9.95% | +8.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 10.87% | +6.89% |