FSTUX vs. LEXCX
Compare and contrast key facts about Invesco Dividend Income Fund (FSTUX) and Voya Corporate Leaders Trust Fund (LEXCX).
FSTUX is managed by Invesco. It was launched on Jun 2, 1986. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
FSTUX vs. LEXCX - Performance Comparison
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FSTUX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSTUX Invesco Dividend Income Fund | 0.11% | 15.48% | 11.49% | 7.10% | 0.58% | 18.98% | 0.56% | 18.10% | -7.45% | 8.88% |
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, FSTUX achieves a 0.11% return, which is significantly lower than LEXCX's 15.27% return. Over the past 10 years, FSTUX has underperformed LEXCX with an annualized return of 7.84%, while LEXCX has yielded a comparatively higher 11.87% annualized return.
FSTUX
- 1D
- -0.34%
- 1M
- -6.59%
- YTD
- 0.11%
- 6M
- 2.93%
- 1Y
- 12.52%
- 3Y*
- 11.62%
- 5Y*
- 8.68%
- 10Y*
- 7.84%
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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FSTUX vs. LEXCX - Expense Ratio Comparison
FSTUX has a 0.94% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
FSTUX vs. LEXCX — Risk / Return Rank
FSTUX
LEXCX
FSTUX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dividend Income Fund (FSTUX) 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.
| FSTUX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.92 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.41 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.07 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.23 | 3.63 | +1.60 |
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
| FSTUX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.92 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.74 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.64 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.53 | -0.15 |
Correlation
The correlation between FSTUX and LEXCX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSTUX vs. LEXCX - Dividend Comparison
FSTUX's dividend yield for the trailing twelve months is around 11.91%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTUX Invesco Dividend Income Fund | 11.91% | 11.91% | 7.47% | 5.59% | 5.72% | 6.49% | 2.17% | 3.24% | 10.97% | 4.09% | 2.28% | 4.24% |
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
FSTUX vs. LEXCX - Drawdown Comparison
The maximum FSTUX drawdown since its inception was -62.41%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for FSTUX and LEXCX.
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Drawdown Indicators
| FSTUX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.41% | -50.42% | -11.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -12.78% | +2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -16.18% | -19.75% | +3.57% |
Max Drawdown (10Y)Largest decline over 10 years | -31.89% | -39.21% | +7.32% |
Current DrawdownCurrent decline from peak | -6.82% | -0.86% | -5.96% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -7.14% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 3.76% | -1.40% |
Volatility
FSTUX vs. LEXCX - Volatility Comparison
Invesco Dividend Income Fund (FSTUX) 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
| FSTUX | 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 | 6.99% | 9.44% | -2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 17.75% | -4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 16.39% | -3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.48% | 18.90% | -4.42% |