FISEX vs. LEXCX
FISEX (Franklin Equity Income Fund) and LEXCX (Voya Corporate Leaders Trust Fund) are both mutual funds - FISEX is a Dividend fund managed by Franklin Templeton, while LEXCX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, FISEX returned 11.72%/yr vs 12.49%/yr for LEXCX. Their correlation of 0.83 means they have usually moved in the same direction. FISEX charges 0.85%/yr vs 0.52%/yr for LEXCX.
Performance
FISEX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, FISEX achieves a 12.76% return, which is significantly lower than LEXCX's 29.09% return. Over the past 10 years, FISEX has underperformed LEXCX with an annualized return of 11.72%, while LEXCX has yielded a comparatively higher 12.49% annualized return.
FISEX
- 1D
- 0.95%
- 1M
- 1.98%
- 6M
- 8.61%
- YTD
- 12.76%
- 1Y
- 22.04%
- 3Y*
- 16.54%
- 5Y*
- 11.30%
- 10Y*
- 11.72%
- ALL TIME*
- 9.05%
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 |
FISEX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | 12.76% | 17.05% | 18.11% | 9.04% | -6.88% | 25.42% | 5.53% | 25.51% | -4.76% | 15.99% |
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 FISEX and LEXCX is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.55 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 1988 | 0.83 |
Over the past year, the correlation between FISEX and LEXCX has dropped to 0.25 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
FISEX vs. LEXCX — Risk / Return Rank
FISEX
LEXCX
FISEX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Equity Income Fund (FISEX) 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.
| FISEX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.45 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | 6.15 | -3.06 |
| Martin ratioReturn relative to average drawdown | 12.17 | 15.61 | -3.43 |
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Drawdowns
FISEX vs. LEXCX - Drawdown Comparison
The maximum FISEX drawdown since its inception was -56.54%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for FISEX and LEXCX.
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Drawdown Indicators
| FISEX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.54% | -50.42% | -6.12% |
Max Drawdown (1Y)Largest decline over 1 year | -6.41% | -5.62% | -0.79% |
Max Drawdown (3Y)Largest decline over 3 years | -16.18% | -14.03% | -2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -18.66% | -19.75% | +1.09% |
Max Drawdown (10Y)Largest decline over 10 years | -32.97% | -39.21% | +6.24% |
Current DrawdownCurrent decline from peak | -0.38% | -1.83% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -6.42% | -7.10% | +0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 2.50% | -0.87% |
Volatility
FISEX vs. LEXCX - Volatility Comparison
The current volatility for Franklin Equity Income Fund (FISEX) is 2.66%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 4.05%. This indicates that FISEX 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
| FISEX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 4.05% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.40% | 10.77% | -3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.91% | 14.00% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.54% | 16.49% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 18.99% | -2.88% |
FISEX vs. LEXCX - Expense Ratio Comparison
FISEX has a 0.85% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Dividends
FISEX vs. LEXCX - Dividend Comparison
FISEX's dividend yield for the trailing twelve months is around 8.78%, more than LEXCX's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | 8.78% | 10.11% | 10.50% | 4.22% | 5.60% | 7.19% | 3.05% | 5.00% | 6.99% | 4.81% | 6.45% | 5.38% |
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
FISEX and LEXCX have a correlation of 0.25, 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 FISEX (2.66%). In terms of maximum drawdown, FISEX dropped -56.54% vs LEXCX's -50.42%.
LEXCX currently has the higher Sharpe Ratio (2.47 vs 2.00), 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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