LEXCX vs. AMAGX
Compare and contrast key facts about Voya Corporate Leaders Trust Fund (LEXCX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
LEXCX is managed by Voya. It was launched on Nov 18, 1935. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEXCX or AMAGX.
Correlation
The correlation between LEXCX and AMAGX 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.
Performance
LEXCX vs. AMAGX - Performance Comparison
Key characteristics
LEXCX:
-0.59
AMAGX:
-0.82
LEXCX:
-0.70
AMAGX:
-0.98
LEXCX:
0.91
AMAGX:
0.87
LEXCX:
-0.78
AMAGX:
-0.67
LEXCX:
-1.85
AMAGX:
-2.57
LEXCX:
5.03%
AMAGX:
5.92%
LEXCX:
15.89%
AMAGX:
18.46%
LEXCX:
-50.42%
AMAGX:
-57.64%
LEXCX:
-11.89%
AMAGX:
-22.69%
Returns By Period
In the year-to-date period, LEXCX achieves a -2.53% return, which is significantly higher than AMAGX's -16.41% return. Over the past 10 years, LEXCX has outperformed AMAGX with an annualized return of 8.80%, while AMAGX has yielded a comparatively lower 7.03% annualized return.
LEXCX
-2.53%
-7.74%
-9.47%
-9.01%
17.40%
8.80%
AMAGX
-16.41%
-15.05%
-20.40%
-13.65%
12.36%
7.03%
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LEXCX vs. AMAGX - Expense Ratio Comparison
LEXCX has a 0.52% expense ratio, which is lower than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
LEXCX vs. AMAGX — Risk-Adjusted Performance Rank
LEXCX
AMAGX
LEXCX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders Trust Fund (LEXCX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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
LEXCX vs. AMAGX - Dividend Comparison
LEXCX's dividend yield for the trailing twelve months is around 1.70%, while AMAGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEXCX Voya Corporate Leaders Trust Fund | 1.70% | 1.66% | 1.57% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% | 5.64% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% |
Drawdowns
LEXCX vs. AMAGX - Drawdown Comparison
The maximum LEXCX drawdown since its inception was -50.42%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for LEXCX and AMAGX. For additional features, visit the drawdowns tool.
Volatility
LEXCX vs. AMAGX - Volatility Comparison
Voya Corporate Leaders Trust Fund (LEXCX) and Amana Mutual Funds Trust Growth Fund (AMAGX) have volatilities of 8.98% and 9.07%, 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.