CAIBX vs. IVSOX
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and Voya SmallCap Opportunities Portfolio (IVSOX).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. IVSOX is managed by Voya. It was launched on May 6, 1994.
Performance
CAIBX vs. IVSOX - Performance Comparison
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Returns By Period
In the year-to-date period, CAIBX achieves a 2.09% return, which is significantly higher than IVSOX's -1.96% return. Over the past 10 years, CAIBX has underperformed IVSOX with an annualized return of 7.58%, while IVSOX has yielded a comparatively higher 9.23% annualized return.
CAIBX
- 1D
- 0.08%
- 1M
- -1.57%
- YTD
- 2.09%
- 6M
- 4.35%
- 1Y
- 21.04%
- 3Y*
- 12.90%
- 5Y*
- 8.31%
- 10Y*
- 7.58%
IVSOX
- 1D
- 0.59%
- 1M
- -4.24%
- YTD
- -1.96%
- 6M
- 1.67%
- 1Y
- 34.92%
- 3Y*
- 14.88%
- 5Y*
- 4.48%
- 10Y*
- 9.23%
CAIBX vs. IVSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 2.09% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
IVSOX Voya SmallCap Opportunities Portfolio | -1.96% | 14.79% | 18.89% | 20.93% | -23.02% | 4.78% | 26.36% | 25.77% | -16.03% | 18.75% |
Correlation
The correlation between CAIBX and IVSOX is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
CAIBX vs. IVSOX - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is lower than IVSOX's 0.85% expense ratio.
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Return for Risk
CAIBX vs. IVSOX — Risk / Return Rank
CAIBX
IVSOX
CAIBX vs. IVSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Voya SmallCap Opportunities Portfolio (IVSOX). 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.
| CAIBX | IVSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 0.95 | +0.68 |
Sortino ratioReturn per unit of downside risk | 2.21 | 1.48 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.20 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.16 | +0.84 |
Martin ratioReturn relative to average drawdown | 8.93 | 3.93 | +5.00 |
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
| CAIBX | IVSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 0.95 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.19 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.39 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.35 | +0.56 |
Drawdowns
CAIBX vs. IVSOX - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, smaller than the maximum IVSOX drawdown of -74.77%. Use the drawdown chart below to compare losses from any high point for CAIBX and IVSOX.
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Drawdown Indicators
| CAIBX | IVSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -74.77% | +31.09% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | -17.04% | +10.57% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -34.13% | +16.48% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -41.90% | +16.62% |
Current DrawdownCurrent decline from peak | -4.43% | -11.57% | +7.14% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -26.06% | +22.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 5.43% | -3.56% |
Volatility
CAIBX vs. IVSOX - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.43%, while Voya SmallCap Opportunities Portfolio (IVSOX) has a volatility of 10.28%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than IVSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | IVSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.43% | 10.28% | -6.85% |
Volatility (6M)Calculated over the trailing 6-month period | 6.10% | 17.73% | -11.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 28.54% | -18.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.94% | 24.02% | -14.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 23.84% | -12.98% |
Dividends
CAIBX vs. IVSOX - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.62%, more than IVSOX's 2.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 7.62% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
IVSOX Voya SmallCap Opportunities Portfolio | 2.39% | 2.34% | 0.66% | 0.00% | 26.68% | 10.12% | 0.36% | 13.66% | 22.36% | 5.60% | 8.58% | 11.10% |