Capital Income Builder Fund Manager Performance Evaluation
| CAIFX Fund | USD 78.56 0.26 0.33% |
The fund shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Income is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Income Builder are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Capital Income may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreCapital |
Capital Income Relative Risk vs. Return Landscape
If you would invest 7,186 in Capital Income Builder on October 28, 2025 and sell it today you would earn a total of 670.00 from holding Capital Income Builder or generate 9.32% return on investment over 90 days. Capital Income Builder is currently producing 0.1494% returns and takes up 0.8137% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Capital, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital Income Current Valuation
Undervalued
Today
Please note that Capital Income's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Capital Income Builder shows a prevailing Real Value of $83.31 per share. The current price of the fund is $78.56. We determine the value of Capital Income Builder from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Capital Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital Income's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 78.56 | Real 83.31 | Hype 70.83 | Naive 77.99 |
The intrinsic value of Capital Income's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Capital Income's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Capital Income Builder helps investors to forecast how Capital mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Capital Income more accurately as focusing exclusively on Capital Income's fundamentals will not take into account other important factors: Capital Income Target Price Odds to finish over Current Price
The tendency of Capital Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 78.56 | 90 days | 78.56 | about 5.12 |
Based on a normal probability distribution, the odds of Capital Income to move above the current price in 90 days from now is about 5.12 (This Capital Income Builder probability density function shows the probability of Capital Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Capital Income has a beta of 0.5 suggesting as returns on the market go up, Capital Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Capital Income Builder will be expected to be much smaller as well. Additionally Capital Income Builder has an alpha of 0.1019, implying that it can generate a 0.1 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Capital Income Price Density |
| Price |
Predictive Modules for Capital Income
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Capital Income Builder. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Capital Income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Capital Income is not an exception. The market had few large corrections towards the Capital Income's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Capital Income Builder, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Capital Income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 0.50 | |
σ | Overall volatility | 2.86 | |
Ir | Information ratio | 0.09 |
Capital Income Fundamentals Growth
Capital Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Capital Income, and Capital Income fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Capital Mutual Fund performance.
| Price To Earning | 18.22 X | ||||
| Price To Book | 2.47 X | ||||
| Price To Sales | 1.86 X | ||||
| Total Asset | 102.96 B | ||||
About Capital Income Performance
Evaluating Capital Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Income has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Capital Income has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally will invest at least 90 percent of its assets in income-producing securities . It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the SP 500 Index.Things to note about Capital Income Builder performance evaluation
Checking the ongoing alerts about Capital Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital Income Builder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Capital Income's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Capital Income's mutual fund performance include:- Analyzing Capital Income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Capital Income's stock is overvalued or undervalued compared to its peers.
- Examining Capital Income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Capital Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital Income's mutual fund. These opinions can provide insight into Capital Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Capital Mutual Fund
Capital Income financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital Income security.
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