LEXCX vs. MALVX
LEXCX (Voya Corporate Leaders Trust Fund) and MALVX (BlackRock Advantage Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, LEXCX returned 11.74%/yr vs 13.13%/yr for MALVX. Their correlation of 0.85 suggests significant overlap in exposure. LEXCX charges 0.52%/yr vs 0.54%/yr for MALVX.
Performance
LEXCX vs. MALVX - Performance Comparison
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Returns By Period
In the year-to-date period, LEXCX achieves a 16.10% return, which is significantly lower than MALVX's 17.72% return. Over the past 10 years, LEXCX has underperformed MALVX with an annualized return of 11.74%, while MALVX has yielded a comparatively higher 13.13% annualized return.
LEXCX
- 1D
- 0.11%
- 1M
- -2.76%
- YTD
- 16.10%
- 6M
- 15.32%
- 1Y
- 18.08%
- 3Y*
- 13.77%
- 5Y*
- 11.27%
- 10Y*
- 11.74%
MALVX
- 1D
- -1.24%
- 1M
- 3.04%
- YTD
- 17.72%
- 6M
- 16.50%
- 1Y
- 33.40%
- 3Y*
- 21.08%
- 5Y*
- 12.48%
- 10Y*
- 13.13%
LEXCX vs. MALVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LEXCX Voya Corporate Leaders Trust Fund | 16.10% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
MALVX BlackRock Advantage Large Cap Value Fund | 17.72% | 18.38% | 15.39% | 13.74% | -8.68% | 26.51% | 3.91% | 24.74% | -7.74% | 15.82% |
Correlation
The correlation between LEXCX and MALVX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Dec 22, 1999 | 0.85 |
Over the past year, the correlation between LEXCX and MALVX has dropped to 0.26 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
LEXCX vs. MALVX — Risk / Return Rank
LEXCX
MALVX
LEXCX vs. MALVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders Trust Fund (LEXCX) and BlackRock Advantage Large Cap Value Fund (MALVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LEXCX | MALVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.12 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.56 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 3.25 | 5.31 | -2.06 |
| Martin ratioReturn relative to average drawdown | 7.89 | 24.00 | -16.12 |
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Drawdowns
LEXCX vs. MALVX - Drawdown Comparison
The maximum LEXCX drawdown since its inception was -50.42%, smaller than the maximum MALVX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for LEXCX and MALVX.
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Drawdown Indicators
| LEXCX | MALVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.42% | -55.21% | +4.79% |
Max Drawdown (1Y)Largest decline over 1 year | -6.22% | -6.53% | +0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -14.03% | -16.13% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -19.75% | -19.73% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -37.12% | -2.09% |
Current DrawdownCurrent decline from peak | -4.70% | -1.24% | -3.46% |
Average DrawdownAverage peak-to-trough decline | -7.11% | -8.74% | +1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.44% | +1.07% |
Volatility
LEXCX vs. MALVX - Volatility Comparison
Voya Corporate Leaders Trust Fund (LEXCX) has a higher volatility of 4.58% compared to BlackRock Advantage Large Cap Value Fund (MALVX) at 4.35%. This indicates that LEXCX's price experiences larger fluctuations and is considered to be riskier than MALVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEXCX | MALVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 4.35% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 8.90% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.05% | 11.22% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.52% | 14.82% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 17.29% | +1.70% |
LEXCX vs. MALVX - Expense Ratio Comparison
LEXCX has a 0.52% expense ratio, which is lower than MALVX's 0.54% expense ratio.
Dividends
LEXCX vs. MALVX - Dividend Comparison
LEXCX's dividend yield for the trailing twelve months is around 1.42%, less than MALVX's 7.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEXCX Voya Corporate Leaders Trust Fund | 1.42% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
MALVX BlackRock Advantage Large Cap Value Fund | 7.84% | 9.23% | 14.33% | 2.84% | 5.96% | 17.48% | 1.68% | 3.92% | 12.95% | 0.43% | 1.38% | 1.01% |
Frequently Asked Questions
LEXCX and MALVX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LEXCX has higher volatility (4.58%) compared to MALVX (4.35%). In terms of maximum drawdown, LEXCX dropped -50.42% vs MALVX's -55.21%.
MALVX currently has the higher Sharpe Ratio (3.09 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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