LEIFX vs. HDCTX
Compare and contrast key facts about Federated Hermes Equity Income Fund (LEIFX) and Rational Equity Armor Fund (HDCTX).
LEIFX is managed by Federated. It was launched on Dec 30, 1986. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
LEIFX vs. HDCTX - Performance Comparison
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LEIFX vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LEIFX Federated Hermes Equity Income Fund | 4.32% | 15.18% | -0.45% | 8.82% | -7.96% | 21.12% | 6.43% | 21.27% | -12.13% | 16.06% |
HDCTX Rational Equity Armor Fund | -1.36% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Returns By Period
In the year-to-date period, LEIFX achieves a 4.32% return, which is significantly higher than HDCTX's -1.36% return. Over the past 10 years, LEIFX has outperformed HDCTX with an annualized return of 7.86%, while HDCTX has yielded a comparatively lower 4.46% annualized return.
LEIFX
- 1D
- 1.31%
- 1M
- -4.15%
- YTD
- 4.32%
- 6M
- 7.02%
- 1Y
- 18.50%
- 3Y*
- 9.49%
- 5Y*
- 5.46%
- 10Y*
- 7.86%
HDCTX
- 1D
- 0.95%
- 1M
- -3.07%
- YTD
- -1.36%
- 6M
- -1.82%
- 1Y
- 12.88%
- 3Y*
- 11.04%
- 5Y*
- 5.16%
- 10Y*
- 4.46%
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LEIFX vs. HDCTX - Expense Ratio Comparison
LEIFX has a 1.11% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
LEIFX vs. HDCTX — Risk / Return Rank
LEIFX
HDCTX
LEIFX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Equity Income Fund (LEIFX) and Rational Equity Armor Fund (HDCTX). 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.
| LEIFX | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.20 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.75 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.23 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.96 | -0.33 |
Martin ratioReturn relative to average drawdown | 7.56 | 5.25 | +2.31 |
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
| LEIFX | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.20 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.49 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.39 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.36 | +0.09 |
Correlation
The correlation between LEIFX and HDCTX is 0.81, 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
LEIFX vs. HDCTX - Dividend Comparison
LEIFX's dividend yield for the trailing twelve months is around 24.30%, more than HDCTX's 0.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEIFX Federated Hermes Equity Income Fund | 24.30% | 24.92% | 0.82% | 1.08% | 7.54% | 16.37% | 1.17% | 2.01% | 19.47% | 5.34% | 3.98% | 3.15% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
LEIFX vs. HDCTX - Drawdown Comparison
The maximum LEIFX drawdown since its inception was -49.19%, smaller than the maximum HDCTX drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for LEIFX and HDCTX.
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Drawdown Indicators
| LEIFX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -59.05% | +9.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -6.95% | -4.06% |
Max Drawdown (5Y)Largest decline over 5 years | -25.60% | -18.22% | -7.38% |
Max Drawdown (10Y)Largest decline over 10 years | -36.86% | -19.43% | -17.43% |
Current DrawdownCurrent decline from peak | -4.41% | -6.07% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -6.45% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.59% | -0.22% |
Volatility
LEIFX vs. HDCTX - Volatility Comparison
Federated Hermes Equity Income Fund (LEIFX) has a higher volatility of 3.32% compared to Rational Equity Armor Fund (HDCTX) at 2.15%. This indicates that LEIFX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEIFX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 2.15% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.02% | 6.30% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.21% | 11.06% | +2.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 10.49% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 11.44% | +5.94% |