FEQIX vs. LEXCX
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and Voya Corporate Leaders Trust Fund (LEXCX).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
FEQIX vs. LEXCX - Performance Comparison
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FEQIX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.32% | 18.96% | 15.34% | 10.62% | -5.10% | 24.49% | 6.77% | 27.90% | -8.46% | 12.80% |
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, FEQIX achieves a 1.32% return, which is significantly lower than LEXCX's 15.27% return. Both investments have delivered pretty close results over the past 10 years, with FEQIX having a 11.41% annualized return and LEXCX not far ahead at 11.87%.
FEQIX
- 1D
- 0.04%
- 1M
- -6.45%
- YTD
- 1.32%
- 6M
- 5.37%
- 1Y
- 16.73%
- 3Y*
- 15.21%
- 5Y*
- 10.74%
- 10Y*
- 11.41%
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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FEQIX vs. LEXCX - Expense Ratio Comparison
FEQIX has a 0.57% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
FEQIX vs. LEXCX — Risk / Return Rank
FEQIX
LEXCX
FEQIX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) 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.
| FEQIX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.92 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.41 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.07 | +0.42 |
Martin ratioReturn relative to average drawdown | 7.32 | 3.63 | +3.69 |
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
| FEQIX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.92 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.74 | +0.06 |
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 | 0.50 | 0.53 | -0.04 |
Correlation
The correlation between FEQIX and LEXCX is 0.82, 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
FEQIX vs. LEXCX - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 4.91%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 4.91% | 4.67% | 5.51% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.29% | 4.28% | 12.17% |
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
FEQIX vs. LEXCX - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.38%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for FEQIX and LEXCX.
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Drawdown Indicators
| FEQIX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.38% | -50.42% | -11.96% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -12.78% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -17.20% | -19.75% | +2.55% |
Max Drawdown (10Y)Largest decline over 10 years | -33.12% | -39.21% | +6.09% |
Current DrawdownCurrent decline from peak | -6.45% | -0.86% | -5.59% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -7.14% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 3.76% | -1.51% |
Volatility
FEQIX vs. LEXCX - Volatility Comparison
Fidelity Equity-Income Fund (FEQIX) and Voya Corporate Leaders Trust Fund (LEXCX) have volatilities of 3.33% and 3.34%, 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
| FEQIX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.34% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 9.44% | -2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 17.75% | -3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 16.39% | -2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 18.90% | -3.41% |