CFLGX vs. LEXCX
Compare and contrast key facts about ClearBridge Tactical Dividend Income Fund (CFLGX) and Voya Corporate Leaders Trust Fund (LEXCX).
CFLGX is managed by Franklin Templeton. It was launched on Oct 19, 1990. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
CFLGX vs. LEXCX - Performance Comparison
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CFLGX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFLGX ClearBridge Tactical Dividend Income Fund | 0.40% | 4.21% | 19.62% | 19.36% | -10.34% | 25.71% | 0.32% | 30.94% | -6.04% | 6.69% |
LEXCX Voya Corporate Leaders Trust Fund | 15.63% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Returns By Period
In the year-to-date period, CFLGX achieves a 0.40% return, which is significantly lower than LEXCX's 15.63% return. Over the past 10 years, CFLGX has underperformed LEXCX with an annualized return of 9.33%, while LEXCX has yielded a comparatively higher 11.90% annualized return.
CFLGX
- 1D
- 0.77%
- 1M
- -5.84%
- YTD
- 0.40%
- 6M
- 1.20%
- 1Y
- 7.18%
- 3Y*
- 12.59%
- 5Y*
- 9.52%
- 10Y*
- 9.33%
LEXCX
- 1D
- 0.32%
- 1M
- -0.30%
- YTD
- 15.63%
- 6M
- 12.84%
- 1Y
- 14.00%
- 3Y*
- 13.10%
- 5Y*
- 11.78%
- 10Y*
- 11.90%
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CFLGX vs. LEXCX - Expense Ratio Comparison
CFLGX has a 1.44% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
CFLGX vs. LEXCX — Risk / Return Rank
CFLGX
LEXCX
CFLGX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Tactical Dividend Income Fund (CFLGX) and Voya Corporate Leaders Trust Fund (LEXCX). 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.
| CFLGX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.92 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.40 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.10 | -0.49 |
Martin ratioReturn relative to average drawdown | 2.83 | 3.77 | -0.93 |
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
| CFLGX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.92 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.74 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.64 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.53 | -0.13 |
Correlation
The correlation between CFLGX and LEXCX is 0.77, 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
CFLGX vs. LEXCX - Dividend Comparison
CFLGX's dividend yield for the trailing twelve months is around 3.60%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFLGX ClearBridge Tactical Dividend Income Fund | 3.60% | 4.38% | 3.14% | 3.61% | 4.15% | 3.62% | 4.47% | 4.17% | 5.20% | 4.89% | 5.15% | 6.13% |
LEXCX Voya Corporate Leaders Trust Fund | 1.43% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Drawdowns
CFLGX vs. LEXCX - Drawdown Comparison
The maximum CFLGX drawdown since its inception was -61.49%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for CFLGX and LEXCX.
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Drawdown Indicators
| CFLGX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.49% | -50.42% | -11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -12.78% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -19.75% | +1.36% |
Max Drawdown (10Y)Largest decline over 10 years | -42.07% | -39.21% | -2.86% |
Current DrawdownCurrent decline from peak | -5.84% | -0.55% | -5.29% |
Average DrawdownAverage peak-to-trough decline | -15.56% | -7.14% | -8.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.75% | -1.03% |
Volatility
CFLGX vs. LEXCX - Volatility Comparison
ClearBridge Tactical Dividend Income Fund (CFLGX) and Voya Corporate Leaders Trust Fund (LEXCX) have volatilities of 3.39% and 3.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFLGX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 3.32% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 9.42% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 17.71% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 16.39% | -2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 18.90% | -2.46% |