IVSOX vs. CAIBX
Compare and contrast key facts about Voya SmallCap Opportunities Portfolio (IVSOX) and American Funds Capital Income Builder Class A (CAIBX).
IVSOX is managed by Voya. It was launched on May 6, 1994. 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: IVSOX or CAIBX.
Correlation
The correlation between IVSOX and CAIBX is 0.75, 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
IVSOX vs. CAIBX - Performance Comparison
Key characteristics
IVSOX:
0.52
CAIBX:
1.58
IVSOX:
0.85
CAIBX:
2.07
IVSOX:
1.10
CAIBX:
1.30
IVSOX:
0.28
CAIBX:
1.96
IVSOX:
2.23
CAIBX:
6.37
IVSOX:
4.82%
CAIBX:
2.08%
IVSOX:
20.49%
CAIBX:
8.41%
IVSOX:
-56.28%
CAIBX:
-42.73%
IVSOX:
-28.63%
CAIBX:
-0.75%
Returns By Period
In the year-to-date period, IVSOX achieves a -3.00% return, which is significantly lower than CAIBX's 5.09% return. Over the past 10 years, IVSOX has underperformed CAIBX with an annualized return of -2.43%, while CAIBX has yielded a comparatively higher 5.23% annualized return.
IVSOX
-3.00%
-8.45%
-2.37%
10.03%
-0.39%
-2.43%
CAIBX
5.09%
2.82%
1.32%
12.15%
6.15%
5.23%
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IVSOX vs. CAIBX - Expense Ratio Comparison
IVSOX has a 0.85% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
IVSOX vs. CAIBX — Risk-Adjusted Performance Rank
IVSOX
CAIBX
IVSOX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya SmallCap Opportunities Portfolio (IVSOX) 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
IVSOX vs. CAIBX - Dividend Comparison
IVSOX's dividend yield for the trailing twelve months is around 0.68%, less than CAIBX's 3.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVSOX Voya SmallCap Opportunities Portfolio | 0.68% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% |
CAIBX American Funds Capital Income Builder Class A | 3.19% | 3.35% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% |
Drawdowns
IVSOX vs. CAIBX - Drawdown Comparison
The maximum IVSOX drawdown since its inception was -56.28%, which is greater than CAIBX's maximum drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for IVSOX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
IVSOX vs. CAIBX - Volatility Comparison
Voya SmallCap Opportunities Portfolio (IVSOX) has a higher volatility of 6.42% compared to American Funds Capital Income Builder Class A (CAIBX) at 1.94%. This indicates that IVSOX'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.