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.
Performance
IRVIX vs. CAIBX - Performance Comparison
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IRVIX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRVIX Voya Russell Large Cap Value Index Portfolio | 1.23% | 18.08% | 14.99% | 10.26% | -5.48% | 22.95% | 1.38% | 25.75% | -6.61% | 13.47% |
CAIBX American Funds Capital Income Builder Class A | 1.65% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
Returns By Period
In the year-to-date period, IRVIX achieves a 1.23% return, which is significantly lower than CAIBX's 1.65% return. Over the past 10 years, IRVIX has outperformed CAIBX with an annualized return of 10.55%, while CAIBX has yielded a comparatively lower 7.54% annualized return.
IRVIX
- 1D
- 1.97%
- 1M
- -4.41%
- YTD
- 1.23%
- 6M
- 5.99%
- 1Y
- 14.83%
- 3Y*
- 14.57%
- 5Y*
- 9.67%
- 10Y*
- 10.55%
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
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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.
Return for Risk
IRVIX vs. CAIBX — Risk / Return Rank
IRVIX
CAIBX
IRVIX vs. CAIBX - Risk-Adjusted Trends 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.
| IRVIX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.62 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.59 | 2.20 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.33 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 2.01 | -1.13 |
Martin ratioReturn relative to average drawdown | 3.56 | 9.18 | -5.62 |
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
| IRVIX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.62 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.83 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.91 | -0.23 |
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.
Dividends
IRVIX vs. CAIBX - Dividend Comparison
IRVIX's dividend yield for the trailing twelve months is around 29.52%, more than CAIBX's 7.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRVIX Voya Russell Large Cap Value Index Portfolio | 29.52% | 29.89% | 3.60% | 2.01% | 1.36% | 1.94% | 3.78% | 5.91% | 6.32% | 1.94% | 2.90% | 3.11% |
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
IRVIX vs. CAIBX - Drawdown Comparison
The maximum IRVIX drawdown since its inception was -35.67%, smaller than the maximum CAIBX drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for IRVIX and CAIBX.
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Drawdown Indicators
| IRVIX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.67% | -43.68% | +8.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -8.37% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -18.37% | -17.65% | -0.72% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -25.28% | -10.39% |
Current DrawdownCurrent decline from peak | -4.80% | -4.85% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -3.82% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.83% | +1.48% |
Volatility
IRVIX vs. CAIBX - Volatility Comparison
Voya Russell Large Cap Value Index Portfolio (IRVIX) has a higher volatility of 4.01% compared to American Funds Capital Income Builder Class A (CAIBX) at 3.72%. 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.
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Volatility by Period
| IRVIX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 3.72% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.73% | 6.12% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 10.19% | +5.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.17% | 9.95% | +4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 10.87% | +5.95% |