EIX vs. LEXCX
Compare and contrast key facts about Edison International (EIX) and Voya Corporate Leaders Trust Fund (LEXCX).
LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIX or LEXCX.
Performance
EIX vs. LEXCX - Performance Comparison
Returns By Period
In the year-to-date period, EIX achieves a 23.62% return, which is significantly higher than LEXCX's 8.94% return. Over the past 10 years, EIX has underperformed LEXCX with an annualized return of 7.26%, while LEXCX has yielded a comparatively higher 9.32% annualized return.
EIX
23.62%
0.25%
13.80%
36.01%
8.48%
7.26%
LEXCX
8.94%
-2.29%
2.03%
13.29%
12.05%
9.32%
Key characteristics
| EIX | LEXCX | |
|---|---|---|
| Sharpe Ratio | 1.98 | 1.11 |
| Sortino Ratio | 2.81 | 1.69 |
| Omega Ratio | 1.34 | 1.20 |
| Calmar Ratio | 2.97 | 1.62 |
| Martin Ratio | 7.95 | 3.82 |
| Ulcer Index | 4.47% | 3.61% |
| Daily Std Dev | 17.95% | 12.38% |
| Max Drawdown | -72.18% | -50.42% |
| Current Drawdown | -1.49% | -4.95% |
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Correlation
The correlation between EIX and LEXCX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
EIX vs. LEXCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Edison International (EIX) 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.
Dividends
EIX vs. LEXCX - Dividend Comparison
EIX's dividend yield for the trailing twelve months is around 3.64%, more than LEXCX's 1.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIX Edison International | 3.64% | 4.19% | 4.46% | 3.94% | 4.10% | 3.28% | 4.28% | 4.39% | 2.75% | 2.93% | 2.26% | 2.96% |
LEXCX Voya Corporate Leaders Trust Fund | 1.50% | 1.57% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% | 5.64% | 1.53% |
Drawdowns
EIX vs. LEXCX - Drawdown Comparison
The maximum EIX drawdown since its inception was -72.18%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for EIX and LEXCX. For additional features, visit the drawdowns tool.
Volatility
EIX vs. LEXCX - Volatility Comparison
Edison International (EIX) and Voya Corporate Leaders Trust Fund (LEXCX) have volatilities of 5.44% and 5.29%, 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.