IRVIX vs. CAIBX
Compare and contrast key facts about Voya Russell Large Cap Value Index Portfolio (IRVIX) and American Funds Capital Income Builder Class A (CAIBX).
IRVIX is managed by Voya. It was launched on May 1, 2009. 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: IRVIX or CAIBX.
Correlation
The correlation between IRVIX and CAIBX is 0.85, 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.
Performance
IRVIX vs. CAIBX - Performance Comparison
Key characteristics
IRVIX:
1.75
CAIBX:
1.72
IRVIX:
2.56
CAIBX:
2.25
IRVIX:
1.35
CAIBX:
1.33
IRVIX:
2.81
CAIBX:
2.15
IRVIX:
7.54
CAIBX:
6.99
IRVIX:
2.77%
CAIBX:
2.08%
IRVIX:
11.92%
CAIBX:
8.42%
IRVIX:
-35.67%
CAIBX:
-42.73%
IRVIX:
0.00%
CAIBX:
-0.60%
Returns By Period
In the year-to-date period, IRVIX achieves a 6.91% return, which is significantly higher than CAIBX's 5.25% return. Over the past 10 years, IRVIX has outperformed CAIBX with an annualized return of 9.02%, while CAIBX has yielded a comparatively lower 5.29% annualized return.
IRVIX
6.91%
3.34%
8.95%
19.53%
9.69%
9.02%
CAIBX
5.25%
3.76%
2.52%
13.59%
6.17%
5.29%
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IRVIX vs. CAIBX - Expense Ratio Comparison
IRVIX has a 0.35% expense ratio, which is lower than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
IRVIX vs. CAIBX — Risk-Adjusted Performance Rank
IRVIX
CAIBX
IRVIX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Large Cap Value Index Portfolio (IRVIX) 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
IRVIX vs. CAIBX - Dividend Comparison
IRVIX's dividend yield for the trailing twelve months is around 1.88%, less than CAIBX's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRVIX Voya Russell Large Cap Value Index Portfolio | 1.88% | 2.01% | 2.01% | 1.36% | 1.94% | 1.02% | 2.35% | 2.58% | 1.94% | 1.50% | 1.74% | 2.85% |
CAIBX American Funds Capital Income Builder Class A | 3.18% | 3.35% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% |
Drawdowns
IRVIX vs. CAIBX - Drawdown Comparison
The maximum IRVIX drawdown since its inception was -35.67%, smaller than the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for IRVIX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
IRVIX vs. CAIBX - Volatility Comparison
Voya Russell Large Cap Value Index Portfolio (IRVIX) has a higher volatility of 2.68% compared to American Funds Capital Income Builder Class A (CAIBX) at 2.23%. This indicates that IRVIX'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.