VTRS vs. CAIBX
Compare and contrast key facts about Viatris Inc. (VTRS) and American Funds Capital Income Builder Class A (CAIBX).
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: VTRS or CAIBX.
Key characteristics
| VTRS | CAIBX | |
|---|---|---|
| YTD Return | 10.21% | 2.58% |
| 1Y Return | 33.40% | 8.32% |
| 3Y Return (Ann) | -1.77% | 2.72% |
| 5Y Return (Ann) | -9.44% | 6.04% |
| 10Y Return (Ann) | -11.69% | 5.00% |
| Sharpe Ratio | 1.39 | 1.13 |
| Daily Std Dev | 26.69% | 8.25% |
| Max Drawdown | -88.24% | -42.73% |
| Current Drawdown | -82.45% | -1.11% |
Correlation
The correlation between VTRS and CAIBX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VTRS vs. CAIBX - Performance Comparison
In the year-to-date period, VTRS achieves a 10.21% return, which is significantly higher than CAIBX's 2.58% return. Over the past 10 years, VTRS has underperformed CAIBX with an annualized return of -11.69%, while CAIBX has yielded a comparatively higher 5.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VTRS vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Viatris Inc. (VTRS) 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
VTRS vs. CAIBX - Dividend Comparison
VTRS's dividend yield for the trailing twelve months is around 4.06%, more than CAIBX's 3.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTRS Viatris Inc. | 4.06% | 4.43% | 4.31% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAIBX American Funds Capital Income Builder Class A | 3.43% | 3.47% | 3.43% | 3.14% | 3.38% | 4.24% | 3.79% | 4.66% | 3.50% | 3.60% | 4.63% | 3.30% |
Drawdowns
VTRS vs. CAIBX - Drawdown Comparison
The maximum VTRS drawdown since its inception was -88.24%, which is greater than CAIBX's maximum drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for VTRS and CAIBX. For additional features, visit the drawdowns tool.
Volatility
VTRS vs. CAIBX - Volatility Comparison
Viatris Inc. (VTRS) has a higher volatility of 5.23% compared to American Funds Capital Income Builder Class A (CAIBX) at 2.82%. This indicates that VTRS'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.