FBLEX vs. LEXCX
FBLEX (Fidelity Series Stock Selector Large Cap Value Fund) and LEXCX (Voya Corporate Leaders Trust Fund) are both Large Cap Value Equities funds. Over the past 10 years, FBLEX returned 12.31%/yr vs 12.49%/yr for LEXCX. Their correlation of 0.83 means they have usually moved in the same direction. FBLEX charges 0.01%/yr vs 0.52%/yr for LEXCX.
Performance
FBLEX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, FBLEX achieves a 14.47% return, which is significantly lower than LEXCX's 29.09% return. Both investments have delivered pretty close results over the past 10 years, with FBLEX having a 12.31% annualized return and LEXCX not far ahead at 12.49%.
FBLEX
- 1D
- 0.44%
- 1M
- 2.42%
- 6M
- 10.88%
- YTD
- 14.47%
- 1Y
- 27.48%
- 3Y*
- 18.37%
- 5Y*
- 12.98%
- 10Y*
- 12.31%
- ALL TIME*
- 12.26%
LEXCX
- 1D
- -0.11%
- 1M
- 5.42%
- 6M
- 23.54%
- YTD
- 29.09%
- 1Y
- 32.88%
- 3Y*
- 13.96%
- 5Y*
- 13.72%
- 10Y*
- 12.49%
- ALL TIME*
- 9.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FBLEX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 14.47% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
LEXCX Voya Corporate Leaders Trust Fund | 29.09% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Correlation
The correlation between FBLEX and LEXCX is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2012 | 0.83 |
Over the past year, the correlation between FBLEX and LEXCX has dropped to 0.27 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
FBLEX vs. LEXCX — Risk / Return Rank
FBLEX
LEXCX
FBLEX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FBLEX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.45 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 6.15 | -2.53 |
| Martin ratioReturn relative to average drawdown | 15.00 | 15.61 | -0.61 |
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Drawdowns
FBLEX vs. LEXCX - Drawdown Comparison
The maximum FBLEX drawdown since its inception was -39.73%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for FBLEX and LEXCX.
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Drawdown Indicators
| FBLEX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.73% | -50.42% | +10.69% |
Max Drawdown (1Y)Largest decline over 1 year | -6.89% | -5.62% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -14.71% | -14.03% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -19.75% | +0.75% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -39.21% | -0.52% |
Current DrawdownCurrent decline from peak | -0.74% | -1.83% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -7.10% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.50% | -0.83% |
Volatility
FBLEX vs. LEXCX - Volatility Comparison
The current volatility for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) is 3.10%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 4.05%. This indicates that FBLEX experiences smaller price fluctuations and is considered to be less risky than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBLEX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 4.05% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 10.77% | -2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.91% | 14.00% | -3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 16.49% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.34% | 18.99% | -1.65% |
FBLEX vs. LEXCX - Expense Ratio Comparison
FBLEX has a 0.01% expense ratio, which is lower than LEXCX's 0.52% expense ratio.
Dividends
FBLEX vs. LEXCX - Dividend Comparison
FBLEX's dividend yield for the trailing twelve months is around 9.70%, more than LEXCX's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 9.70% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
LEXCX Voya Corporate Leaders Trust Fund | 1.12% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Frequently Asked Questions
FBLEX and LEXCX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LEXCX has higher volatility (4.05%) compared to FBLEX (3.10%). In terms of maximum drawdown, FBLEX dropped -39.73% vs LEXCX's -50.42%.
LEXCX currently has the higher Sharpe Ratio (2.47 vs 2.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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