HWLIX vs. LEXCX
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Voya Corporate Leaders Trust Fund (LEXCX).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
HWLIX vs. LEXCX - Performance Comparison
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HWLIX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | -1.49% | 18.06% | 12.80% | 16.92% | -5.31% | 28.86% | -0.29% | 29.16% | -14.26% | 18.85% |
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, HWLIX achieves a -1.49% return, which is significantly lower than LEXCX's 15.27% return. Over the past 10 years, HWLIX has underperformed LEXCX with an annualized return of 11.28%, while LEXCX has yielded a comparatively higher 11.87% annualized return.
HWLIX
- 1D
- -0.09%
- 1M
- -4.93%
- YTD
- -1.49%
- 6M
- 2.87%
- 1Y
- 13.45%
- 3Y*
- 14.33%
- 5Y*
- 9.60%
- 10Y*
- 11.28%
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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HWLIX vs. LEXCX - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
HWLIX vs. LEXCX — Risk / Return Rank
HWLIX
LEXCX
HWLIX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Large Cap Value Fund (HWLIX) 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.
| HWLIX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.92 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.41 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.07 | -0.15 |
Martin ratioReturn relative to average drawdown | 3.99 | 3.63 | +0.37 |
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
| HWLIX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.92 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.74 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.64 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.53 | -0.11 |
Correlation
The correlation between HWLIX and LEXCX is 0.79, 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
HWLIX vs. LEXCX - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 8.24%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | 8.24% | 8.12% | 11.29% | 11.12% | 8.48% | 0.86% | 1.65% | 1.62% | 3.55% | 1.67% | 1.94% | 1.59% |
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
HWLIX vs. LEXCX - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -70.48%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for HWLIX and LEXCX.
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Drawdown Indicators
| HWLIX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.48% | -50.42% | -20.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -12.78% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -19.75% | -4.94% |
Max Drawdown (10Y)Largest decline over 10 years | -46.72% | -39.21% | -7.51% |
Current DrawdownCurrent decline from peak | -5.94% | -0.86% | -5.08% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -7.14% | -3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.76% | -0.54% |
Volatility
HWLIX vs. LEXCX - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) has a higher volatility of 3.54% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.34%. This indicates that HWLIX'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
| HWLIX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.34% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 9.44% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.75% | 17.75% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 16.39% | +1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 18.90% | +2.69% |