DODGX vs. LEXCX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and Voya Corporate Leaders Trust Fund (LEXCX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
DODGX vs. LEXCX - Performance Comparison
Loading graphics...
DODGX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
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, DODGX achieves a -1.65% return, which is significantly lower than LEXCX's 15.63% return. Over the past 10 years, DODGX has outperformed LEXCX with an annualized return of 12.55%, while LEXCX has yielded a comparatively lower 11.90% annualized return.
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DODGX vs. LEXCX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is lower than LEXCX's 0.52% expense ratio.
Return for Risk
DODGX vs. LEXCX — Risk / Return Rank
DODGX
LEXCX
DODGX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) 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.
| DODGX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.92 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.40 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.10 | -0.50 |
Martin ratioReturn relative to average drawdown | 2.50 | 3.77 | -1.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DODGX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.92 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.74 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.64 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.09 |
Correlation
The correlation between DODGX and LEXCX is 0.78, 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
DODGX vs. LEXCX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.89%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
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
DODGX vs. LEXCX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for DODGX and LEXCX.
Loading graphics...
Drawdown Indicators
| DODGX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -50.42% | -12.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -12.78% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -19.75% | -2.10% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -39.21% | -1.20% |
Current DrawdownCurrent decline from peak | -5.31% | -0.55% | -4.76% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -7.14% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 3.75% | -0.81% |
Volatility
DODGX vs. LEXCX - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) has a higher volatility of 4.23% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.32%. This indicates that DODGX's price experiences larger fluctuations and is considered to be riskier than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DODGX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.32% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 9.42% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 17.71% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 16.39% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 18.90% | +0.35% |