GMUEX vs. LEXCX
Compare and contrast key facts about GMO U.S. Equity Fund (GMUEX) and Voya Corporate Leaders Trust Fund (LEXCX).
GMUEX is managed by GMO. It was launched on Sep 18, 1985. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
GMUEX vs. LEXCX - Performance Comparison
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GMUEX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GMUEX GMO U.S. Equity Fund | -2.06% | 22.24% | 20.97% | 22.02% | -12.66% | 24.28% | 13.56% | 28.62% | -9.77% | 18.46% |
LEXCX Voya Corporate Leaders Trust Fund | 15.63% | 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, GMUEX achieves a -2.06% return, which is significantly lower than LEXCX's 15.63% return. Over the past 10 years, GMUEX has outperformed LEXCX with an annualized return of 12.58%, while LEXCX has yielded a comparatively lower 11.90% annualized return.
GMUEX
- 1D
- 3.04%
- 1M
- -4.55%
- YTD
- -2.06%
- 6M
- 3.90%
- 1Y
- 26.43%
- 3Y*
- 18.36%
- 5Y*
- 10.84%
- 10Y*
- 12.58%
LEXCX
- 1D
- 0.32%
- 1M
- -0.30%
- YTD
- 15.63%
- 6M
- 12.84%
- 1Y
- 14.00%
- 3Y*
- 13.10%
- 5Y*
- 11.78%
- 10Y*
- 11.90%
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GMUEX vs. LEXCX - Expense Ratio Comparison
GMUEX has a 0.47% expense ratio, which is lower than LEXCX's 0.52% expense ratio.
Return for Risk
GMUEX vs. LEXCX — Risk / Return Rank
GMUEX
LEXCX
GMUEX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GMO U.S. Equity Fund (GMUEX) 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.
| GMUEX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.92 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.01 | 1.40 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 1.10 | +1.04 |
Martin ratioReturn relative to average drawdown | 9.73 | 3.77 | +5.97 |
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
| GMUEX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 0.92 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.74 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.64 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.53 | -0.26 |
Correlation
The correlation between GMUEX and LEXCX is 0.80, 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
GMUEX vs. LEXCX - Dividend Comparison
GMUEX's dividend yield for the trailing twelve months is around 11.93%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GMUEX GMO U.S. Equity Fund | 11.93% | 11.68% | 17.31% | 12.10% | 6.99% | 14.17% | 9.16% | 12.24% | 21.90% | 11.22% | 11.27% | 12.88% |
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
GMUEX vs. LEXCX - Drawdown Comparison
The maximum GMUEX drawdown since its inception was -60.66%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for GMUEX and LEXCX.
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Drawdown Indicators
| GMUEX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.66% | -50.42% | -10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -12.78% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -28.95% | -19.75% | -9.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -39.21% | +5.31% |
Current DrawdownCurrent decline from peak | -6.43% | -0.55% | -5.88% |
Average DrawdownAverage peak-to-trough decline | -17.33% | -7.14% | -10.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 3.75% | -0.90% |
Volatility
GMUEX vs. LEXCX - Volatility Comparison
GMO U.S. Equity Fund (GMUEX) has a higher volatility of 5.69% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.32%. This indicates that GMUEX'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
| GMUEX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.69% | 3.32% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.89% | 9.42% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.41% | 17.71% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.80% | 16.39% | +3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 18.90% | +0.55% |