TCMSX vs. LEXCX
TCMSX (Voya Small Cap Growth Fund) and LEXCX (Voya Corporate Leaders Trust Fund) are both mutual funds - TCMSX is a Small Cap Growth Equities fund managed by Voya, while LEXCX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, TCMSX returned 14.04%/yr vs 12.49%/yr for LEXCX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. TCMSX charges 0.93%/yr vs 0.52%/yr for LEXCX.
Performance
TCMSX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, TCMSX achieves a 14.56% return, which is significantly lower than LEXCX's 29.09% return. Over the past 10 years, TCMSX has outperformed LEXCX with an annualized return of 14.04%, while LEXCX has yielded a comparatively lower 12.49% annualized return.
TCMSX
- 1D
- 2.56%
- 1M
- -6.37%
- 6M
- 7.91%
- YTD
- 14.56%
- 1Y
- 33.33%
- 3Y*
- 17.08%
- 5Y*
- 8.38%
- 10Y*
- 14.04%
- ALL TIME*
- 11.11%
LEXCX
- 1D
- -0.11%
- 1M
- 5.42%
- 6M
- 23.54%
- YTD
- 29.09%
- 1Y
- 32.88%
- 3Y*
- 13.96%
- 5Y*
- 13.72%
- 10Y*
- 12.49%
- ALL TIME*
- 9.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TCMSX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCMSX Voya Small Cap Growth Fund | 14.56% | 14.32% | 18.46% | 20.32% | -23.60% | 18.45% | 27.99% | 33.27% | -6.04% | 24.78% |
LEXCX Voya Corporate Leaders Trust Fund | 29.09% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Correlation
The correlation between TCMSX and LEXCX is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.47 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.70 |
Over the past year, the correlation between TCMSX and LEXCX has dropped to 0.02 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
TCMSX vs. LEXCX — Risk / Return Rank
TCMSX
LEXCX
TCMSX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) 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.
| TCMSX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.45 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 6.15 | -4.12 |
| Martin ratioReturn relative to average drawdown | 7.18 | 15.61 | -8.43 |
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Drawdowns
TCMSX vs. LEXCX - Drawdown Comparison
The maximum TCMSX drawdown since its inception was -55.98%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for TCMSX and LEXCX.
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Drawdown Indicators
| TCMSX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.98% | -50.42% | -5.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -5.62% | -11.24% |
Max Drawdown (3Y)Largest decline over 3 years | -30.74% | -14.03% | -16.71% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -19.75% | -14.85% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -39.21% | -0.08% |
Current DrawdownCurrent decline from peak | -9.45% | -1.83% | -7.62% |
Average DrawdownAverage peak-to-trough decline | -11.71% | -7.10% | -4.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | 2.50% | +2.10% |
Volatility
TCMSX vs. LEXCX - Volatility Comparison
Voya Small Cap Growth Fund (TCMSX) has a higher volatility of 5.90% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 4.05%. This indicates that TCMSX's price experiences larger fluctuations and is considered to be riskier than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TCMSX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 4.05% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 19.21% | 10.77% | +8.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.38% | 14.00% | +10.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.61% | 16.49% | +8.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.73% | 18.99% | +4.74% |
TCMSX vs. LEXCX - Expense Ratio Comparison
TCMSX has a 0.93% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Dividends
TCMSX vs. LEXCX - Dividend Comparison
TCMSX's dividend yield for the trailing twelve months is around 4.86%, more than LEXCX's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEXCX Voya Corporate Leaders Trust Fund | 1.12% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
TCMSX Voya Small Cap Growth Fund | 4.86% | 5.57% | 10.53% | 0.00% | 0.00% | 20.02% | 6.69% | 1.40% | 14.82% | 16.10% | 0.00% | 16.82% |
Frequently Asked Questions
TCMSX and LEXCX have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TCMSX has higher volatility (5.90%) compared to LEXCX (4.05%). In terms of maximum drawdown, TCMSX dropped -55.98% vs LEXCX's -50.42%.
LEXCX currently has the higher Sharpe Ratio (2.47 vs 1.41), 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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