Correlation
The correlation between NTKLX and CAIBX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
NTKLX vs. CAIBX
Compare and contrast key facts about Voya Multi-Manager International Small Cap Fund (NTKLX) and American Funds Capital Income Builder Class A (CAIBX).
NTKLX is managed by Blackrock. It was launched on Aug 30, 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: NTKLX or CAIBX.
Performance
NTKLX vs. CAIBX - Performance Comparison
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Key characteristics
NTKLX:
1.09
CAIBX:
1.60
NTKLX:
1.46
CAIBX:
2.02
NTKLX:
1.20
CAIBX:
1.31
NTKLX:
1.29
CAIBX:
1.79
NTKLX:
4.19
CAIBX:
8.83
NTKLX:
4.05%
CAIBX:
1.80%
NTKLX:
16.42%
CAIBX:
10.57%
NTKLX:
-68.61%
CAIBX:
-41.42%
NTKLX:
0.00%
CAIBX:
0.00%
Returns By Period
In the year-to-date period, NTKLX achieves a 18.82% return, which is significantly higher than CAIBX's 8.93% return. Over the past 10 years, NTKLX has outperformed CAIBX with an annualized return of 6.81%, while CAIBX has yielded a comparatively lower 6.14% annualized return.
NTKLX
18.82%
7.55%
15.53%
16.79%
9.75%
12.16%
6.81%
CAIBX
8.93%
3.49%
6.37%
15.70%
8.03%
9.64%
6.14%
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NTKLX vs. CAIBX - Expense Ratio Comparison
NTKLX has a 1.53% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
NTKLX vs. CAIBX — Risk-Adjusted Performance Rank
NTKLX
CAIBX
NTKLX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Multi-Manager International Small Cap Fund (NTKLX) 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.
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Dividends
NTKLX vs. CAIBX - Dividend Comparison
NTKLX's dividend yield for the trailing twelve months is around 1.96%, less than CAIBX's 5.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NTKLX Voya Multi-Manager International Small Cap Fund | 1.96% | 2.33% | 1.67% | 2.27% | 12.31% | 1.29% | 2.05% | 12.02% | 0.88% | 0.56% | 0.76% | 0.71% |
CAIBX American Funds Capital Income Builder Class A | 5.34% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.24% | 3.80% | 4.68% | 3.52% | 3.62% | 4.67% |
Drawdowns
NTKLX vs. CAIBX - Drawdown Comparison
The maximum NTKLX drawdown since its inception was -68.61%, which is greater than CAIBX's maximum drawdown of -41.42%. Use the drawdown chart below to compare losses from any high point for NTKLX and CAIBX.
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Volatility
NTKLX vs. CAIBX - Volatility Comparison
Voya Multi-Manager International Small Cap Fund (NTKLX) has a higher volatility of 2.61% compared to American Funds Capital Income Builder Class A (CAIBX) at 2.35%. This indicates that NTKLX'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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