FDTZX vs. LEXCX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class M (FDTZX) and Voya Corporate Leaders Trust Fund (LEXCX).
FDTZX is managed by Fidelity. It was launched on Jul 12, 2005. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
FDTZX vs. LEXCX - Performance Comparison
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FDTZX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDTZX Fidelity Advisor Capital Development Fund Class M | -5.18% | 26.82% | 26.26% | 23.23% | -8.72% | 24.45% | 8.28% | 30.31% | -9.87% | 16.34% |
LEXCX Voya Corporate Leaders Trust Fund | 15.27% | 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, FDTZX achieves a -5.18% return, which is significantly lower than LEXCX's 15.27% return. Over the past 10 years, FDTZX has outperformed LEXCX with an annualized return of 13.89%, while LEXCX has yielded a comparatively lower 11.87% annualized return.
FDTZX
- 1D
- -0.59%
- 1M
- -8.12%
- YTD
- -5.18%
- 6M
- -0.45%
- 1Y
- 23.33%
- 3Y*
- 20.69%
- 5Y*
- 13.74%
- 10Y*
- 13.89%
LEXCX
- 1D
- 0.03%
- 1M
- -0.16%
- YTD
- 15.27%
- 6M
- 11.64%
- 1Y
- 14.00%
- 3Y*
- 12.98%
- 5Y*
- 11.85%
- 10Y*
- 11.87%
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FDTZX vs. LEXCX - Expense Ratio Comparison
FDTZX has a 1.33% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
FDTZX vs. LEXCX — Risk / Return Rank
FDTZX
LEXCX
FDTZX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class M (FDTZX) 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.
| FDTZX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.92 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.41 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.07 | +0.65 |
Martin ratioReturn relative to average drawdown | 7.85 | 3.63 | +4.22 |
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
| FDTZX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.92 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.74 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.64 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.53 | -0.06 |
Correlation
The correlation between FDTZX and LEXCX is 0.81, 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
FDTZX vs. LEXCX - Dividend Comparison
FDTZX's dividend yield for the trailing twelve months is around 11.65%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTZX Fidelity Advisor Capital Development Fund Class M | 11.65% | 11.04% | 9.30% | 4.11% | 5.35% | 5.32% | 4.07% | 7.18% | 15.77% | 5.66% | 2.35% | 5.37% |
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
FDTZX vs. LEXCX - Drawdown Comparison
The maximum FDTZX drawdown since its inception was -58.26%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for FDTZX and LEXCX.
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Drawdown Indicators
| FDTZX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.26% | -50.42% | -7.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -12.78% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -19.75% | -2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -36.66% | -39.21% | +2.55% |
Current DrawdownCurrent decline from peak | -9.71% | -0.86% | -8.85% |
Average DrawdownAverage peak-to-trough decline | -8.67% | -7.14% | -1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.76% | -1.04% |
Volatility
FDTZX vs. LEXCX - Volatility Comparison
Fidelity Advisor Capital Development Fund Class M (FDTZX) has a higher volatility of 4.49% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.34%. This indicates that FDTZX'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.
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Volatility by Period
| FDTZX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 3.34% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 9.44% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 17.75% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 16.39% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 18.90% | -0.05% |