WMRIX vs. CIBFX
WMRIX (Wilmington Real Asset Fund) and CIBFX (American Funds Capital Income Builder Fund Class F-1) are both Global Allocation funds. Over the past 10 years, WMRIX returned 5.39%/yr vs 7.77%/yr for CIBFX. A 0.68 correlation means they provide meaningful diversification when combined. Both charge a 0.64% expense ratio.
Performance
WMRIX vs. CIBFX - Performance Comparison
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Returns By Period
In the year-to-date period, WMRIX achieves a 13.62% return, which is significantly higher than CIBFX's 8.59% return. Over the past 10 years, WMRIX has underperformed CIBFX with an annualized return of 5.39%, while CIBFX has yielded a comparatively higher 7.77% annualized return.
WMRIX
- 1D
- 0.06%
- 1M
- -0.86%
- 6M
- 11.39%
- YTD
- 13.62%
- 1Y
- 19.44%
- 3Y*
- 11.08%
- 5Y*
- 5.22%
- 10Y*
- 5.39%
CIBFX
- 1D
- -0.04%
- 1M
- 0.79%
- 6M
- 7.08%
- YTD
- 8.59%
- 1Y
- 15.77%
- 3Y*
- 15.18%
- 5Y*
- 8.66%
- 10Y*
- 7.77%
WMRIX vs. CIBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMRIX Wilmington Real Asset Fund | 13.62% | 12.79% | 2.57% | 1.12% | -8.03% | 21.49% | -2.19% | 16.85% | -7.21% | 11.81% |
CIBFX American Funds Capital Income Builder Fund Class F-1 | 8.59% | 20.29% | 10.16% | 8.90% | -7.21% | 14.95% | 3.14% | 17.16% | -7.10% | 13.88% |
Correlation
The correlation between WMRIX and CIBFX is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2003 | 0.68 |
The correlation between WMRIX and CIBFX shifts across timeframes, from 0.51 (1 year) to 0.72 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
WMRIX vs. CIBFX — Risk / Return Rank
WMRIX
CIBFX
WMRIX vs. CIBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilmington Real Asset Fund (WMRIX) and American Funds Capital Income Builder Fund Class F-1 (CIBFX). 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.
| WMRIX | CIBFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.36 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.84 | 2.43 | +0.41 |
| Martin ratioReturn relative to average drawdown | 9.87 | 9.62 | +0.25 |
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Drawdowns
WMRIX vs. CIBFX - Drawdown Comparison
The maximum WMRIX drawdown since its inception was -37.84%, smaller than the maximum CIBFX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for WMRIX and CIBFX.
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Drawdown Indicators
| WMRIX | CIBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.84% | -43.26% | +5.42% |
Max Drawdown (1Y)Largest decline over 1 year | -7.13% | -6.49% | -0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -10.95% | -8.89% | -2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -22.03% | -17.68% | -4.35% |
Max Drawdown (10Y)Largest decline over 10 years | -31.27% | -25.28% | -5.99% |
Current DrawdownCurrent decline from peak | -4.87% | -0.46% | -4.41% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -4.70% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 1.64% | +0.41% |
Volatility
WMRIX vs. CIBFX - Volatility Comparison
Wilmington Real Asset Fund (WMRIX) and American Funds Capital Income Builder Fund Class F-1 (CIBFX) have volatilities of 2.40% and 2.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMRIX | CIBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 2.30% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 6.68% | 6.66% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.90% | 8.22% | +0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.48% | 10.00% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.50% | 10.76% | +1.74% |
WMRIX vs. CIBFX - Expense Ratio Comparison
Both WMRIX and CIBFX have an expense ratio of 0.64%.
Dividends
WMRIX vs. CIBFX - Dividend Comparison
WMRIX's dividend yield for the trailing twelve months is around 6.27%, less than CIBFX's 7.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIBFX American Funds Capital Income Builder Fund Class F-1 | 7.16% | 7.65% | 5.69% | 3.41% | 3.37% | 3.08% | 3.34% | 4.04% | 3.72% | 4.37% | 3.46% | 3.56% |
WMRIX Wilmington Real Asset Fund | 6.27% | 7.15% | 1.02% | 3.51% | 6.07% | 9.29% | 1.99% | 3.03% | 2.84% | 2.73% | 0.00% | 5.31% |
Frequently Asked Questions
WMRIX and CIBFX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WMRIX has higher volatility (2.40%) compared to CIBFX (2.30%). In terms of maximum drawdown, WMRIX dropped -37.84% vs CIBFX's -43.26%.
WMRIX currently has the higher Sharpe Ratio (2.28 vs 1.92), 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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