RWMBX vs. LEXCX

Last updated Jul 25, 2026

RWMBX (American Funds Washington Mutual Investors Fund Class R-2) and LEXCX (Voya Corporate Leaders Trust Fund) are both Large Cap Value Equities funds. Over the past 10 years, RWMBX returned 11.80%/yr vs 12.56%/yr for LEXCX. Their correlation of 0.84 suggests significant overlap in exposure. RWMBX charges 1.35%/yr vs 0.52%/yr for LEXCX.

Performance

RWMBX vs. LEXCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Washington Mutual Investors Fund Class R-2 (RWMBX) and Voya Corporate Leaders Trust Fund (LEXCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RWMBX achieves a 7.17% return, which is significantly lower than LEXCX's 30.92% return. Over the past 10 years, RWMBX has underperformed LEXCX with an annualized return of 11.80%, while LEXCX has yielded a comparatively higher 12.56% annualized return.

RWMBX

• 1D: -0.38%
• 1M: 2.09%
• 6M: 5.41%
• YTD: 7.17%
• 1Y: 12.68%
• 3Y*: 15.83%
• 5Y*: 11.25%
• 10Y*: 11.80%
• ALL TIME*: 9.24%

LEXCX

• 1D: 1.53%
• 1M: 12.89%
• 6M: 27.84%
• YTD: 30.92%
• 1Y: 33.84%
• 3Y*: 15.82%
• 5Y*: 14.17%
• 10Y*: 12.56%
• ALL TIME*: 9.87%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LEXCX Voya Corporate Leaders Trust Fund	$0.00	$0.00	$0.00
RWMBX American Funds Washington Mutual Investors Fund Class R-2	$0.00	$0.00	$0.00

RWMBX vs. LEXCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RWMBX American Funds Washington Mutual Investors Fund Class R-2	7.17%	16.27%	18.07%	16.30%	-9.18%	27.45%	6.87%	24.38%	-6.98%	19.06%
LEXCX Voya Corporate Leaders Trust Fund	30.92%	7.04%	3.60%	14.53%	3.95%	26.77%	4.36%	21.43%	-5.44%	16.61%

Correlation

The correlation between RWMBX and LEXCX is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.41
Correlation (5Y) Calculated over the trailing 5-year period	0.60
Correlation (10Y) Calculated over the trailing 10-year period	0.72
Correlation (All Time) Calculated using the full available price history since Jan 2, 2003	0.84

Over the past year, the correlation between RWMBX and LEXCX has dropped to 0.12 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.

Return for Risk

RWMBX vs. LEXCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RWMBX

RWMBX Risk / Return Rank: 40
RWMBX Sharpe Ratio Rank: 41
RWMBX Sortino Ratio Rank: 41
RWMBX Omega Ratio Rank: 39
RWMBX Calmar Ratio Rank: 35
RWMBX Martin Ratio Rank: 44

LEXCX

LEXCX Risk / Return Rank: 91
LEXCX Sharpe Ratio Rank: 90
LEXCX Sortino Ratio Rank: 89
LEXCX Omega Ratio Rank: 85
LEXCX Calmar Ratio Rank: 98
LEXCX Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RWMBX vs. LEXCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class R-2 (RWMBX) 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.

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.

	RWMBX	LEXCX	Difference
Sharpe ratio: Return per unit of total volatility	1.20	2.39	-1.19
Sortino ratio: Return per unit of downside risk	1.75	3.52	-1.77
Omega ratio: Gain probability vs. loss probability	1.22	1.43	-0.21
Calmar ratio: Return relative to maximum drawdown	1.48	6.06	-4.58
Martin ratio: Return relative to average drawdown	6.33	14.82	-8.49

RWMBX vs. LEXCX - Sharpe Ratio Comparison

The current RWMBX Sharpe Ratio is 1.20, which is lower than the LEXCX Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of RWMBX and LEXCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RWMBX vs. LEXCX - Drawdown Comparison

The maximum RWMBX drawdown since its inception was -54.49%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for RWMBX and LEXCX.

Drawdown Indicators

	RWMBX	LEXCX	Difference
Max Drawdown Largest peak-to-trough decline	-54.49%	-50.42%	-4.07%
Max Drawdown (1Y) Largest decline over 1 year	-8.47%	-5.62%	-2.85%
Max Drawdown (3Y) Largest decline over 3 years	-14.74%	-14.03%	-0.71%
Max Drawdown (5Y) Largest decline over 5 years	-19.13%	-19.75%	+0.62%
Max Drawdown (10Y) Largest decline over 10 years	-34.71%	-39.21%	+4.50%
Current Drawdown Current decline from peak	-0.89%	0.00%	-0.89%
Average Drawdown Average peak-to-trough decline	-6.96%	-7.10%	+0.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.98%	2.49%	-0.51%

Volatility

RWMBX vs. LEXCX - Volatility Comparison

The current volatility for American Funds Washington Mutual Investors Fund Class R-2 (RWMBX) is 1.90%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 3.70%. This indicates that RWMBX experiences smaller price fluctuations and is considered to be less risky than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RWMBX	LEXCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.90%	3.70%	-1.80%
Volatility (6M) Calculated over the trailing 6-month period	7.66%	10.80%	-3.14%
Volatility (1Y) Calculated over the trailing 1-year period	10.45%	14.27%	-3.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.04%	16.49%	-2.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.28%	18.99%	-2.71%

RWMBX vs. LEXCX - Expense Ratio Comparison

RWMBX has a 1.35% expense ratio, which is higher than LEXCX's 0.52% expense ratio.

Dividends

RWMBX vs. LEXCX - Dividend Comparison

RWMBX's dividend yield for the trailing twelve months is around 9.07%, more than LEXCX's 1.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LEXCX Voya Corporate Leaders Trust Fund	1.11%	1.65%	1.66%	1.58%	1.65%	1.54%	1.91%	1.86%	2.03%	1.79%	3.93%	2.37%
RWMBX American Funds Washington Mutual Investors Fund Class R-2	9.07%	9.54%	9.49%	5.53%	5.60%	5.43%	2.41%	5.97%	3.51%	6.58%	5.68%	5.52%

Frequently Asked Questions

Can I hold both RWMBX and LEXCX in my portfolio?

RWMBX and LEXCX have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RWMBX or LEXCX?

LEXCX has higher volatility (3.70%) compared to RWMBX (1.90%). In terms of maximum drawdown, RWMBX dropped -54.49% vs LEXCX's -50.42%.

Which has better risk-adjusted returns?

LEXCX currently has the higher Sharpe Ratio (2.39 vs 1.20), 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.