LCORX vs. FPACX
Compare and contrast key facts about Leuthold Core Investment Fund (LCORX) and FPA Crescent Fund (FPACX).
LCORX is managed by Leuthold. It was launched on Nov 19, 1995. FPACX is managed by FPA. It was launched on Jun 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCORX or FPACX.
Correlation
The correlation between LCORX and FPACX is 0.77, 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.
Performance
LCORX vs. FPACX - Performance Comparison
Key characteristics
LCORX:
-0.17
FPACX:
0.74
LCORX:
-0.14
FPACX:
1.09
LCORX:
0.98
FPACX:
1.15
LCORX:
-0.13
FPACX:
0.78
LCORX:
-0.34
FPACX:
3.31
LCORX:
5.41%
FPACX:
2.57%
LCORX:
11.11%
FPACX:
11.54%
LCORX:
-48.99%
FPACX:
-31.59%
LCORX:
-9.94%
FPACX:
-4.89%
Returns By Period
In the year-to-date period, LCORX achieves a -0.60% return, which is significantly lower than FPACX's -0.40% return. Over the past 10 years, LCORX has underperformed FPACX with an annualized return of 1.58%, while FPACX has yielded a comparatively higher 7.53% annualized return.
LCORX
-0.60%
-0.66%
-6.91%
-1.58%
4.03%
1.58%
FPACX
-0.40%
-1.48%
0.62%
8.40%
13.77%
7.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LCORX vs. FPACX - Expense Ratio Comparison
LCORX has a 1.16% expense ratio, which is higher than FPACX's 1.00% expense ratio.
Risk-Adjusted Performance
LCORX vs. FPACX — Risk-Adjusted Performance Rank
LCORX
FPACX
LCORX vs. FPACX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Core Investment Fund (LCORX) and FPA Crescent Fund (FPACX). 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.
Dividends
LCORX vs. FPACX - Dividend Comparison
LCORX's dividend yield for the trailing twelve months is around 1.50%, less than FPACX's 9.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCORX Leuthold Core Investment Fund | 1.50% | 1.43% | 1.26% | 0.00% | 0.00% | 0.12% | 0.47% | 0.28% | 0.05% | 0.00% | 0.01% | 0.79% |
FPACX FPA Crescent Fund | 9.35% | 9.31% | 2.80% | 0.77% | 11.62% | 4.80% | 4.65% | 8.87% | 3.70% | 4.98% | 6.34% | 4.18% |
Drawdowns
LCORX vs. FPACX - Drawdown Comparison
The maximum LCORX drawdown since its inception was -48.99%, which is greater than FPACX's maximum drawdown of -31.59%. Use the drawdown chart below to compare losses from any high point for LCORX and FPACX. For additional features, visit the drawdowns tool.
Volatility
LCORX vs. FPACX - Volatility Comparison
The current volatility for Leuthold Core Investment Fund (LCORX) is 5.21%, while FPA Crescent Fund (FPACX) has a volatility of 7.82%. This indicates that LCORX experiences smaller price fluctuations and is considered to be less risky than FPACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.