WMFFX vs. LEXCX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Voya Corporate Leaders Trust Fund (LEXCX).
WMFFX is a passively managed fund by American Funds that tracks the performance of the S&P 500. It was launched on Aug 5, 2008. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
WMFFX vs. LEXCX - Performance Comparison
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WMFFX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMFFX Washington Mutual Investors Fund Class F-2 | -3.14% | 17.42% | 19.24% | 16.96% | -8.27% | 28.71% | 7.89% | 25.03% | -5.98% | 20.23% |
LEXCX Voya Corporate Leaders Trust Fund | 15.63% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Returns By Period
In the year-to-date period, WMFFX achieves a -3.14% return, which is significantly lower than LEXCX's 15.63% return. Both investments have delivered pretty close results over the past 10 years, with WMFFX having a 12.23% annualized return and LEXCX not far behind at 11.90%.
WMFFX
- 1D
- 2.21%
- 1M
- -5.84%
- YTD
- -3.14%
- 6M
- -1.31%
- 1Y
- 13.17%
- 3Y*
- 16.19%
- 5Y*
- 11.30%
- 10Y*
- 12.23%
LEXCX
- 1D
- 0.32%
- 1M
- -0.30%
- YTD
- 15.63%
- 6M
- 12.84%
- 1Y
- 14.00%
- 3Y*
- 13.10%
- 5Y*
- 11.78%
- 10Y*
- 11.90%
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WMFFX vs. LEXCX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than LEXCX's 0.52% expense ratio.
Return for Risk
WMFFX vs. LEXCX — Risk / Return Rank
WMFFX
LEXCX
WMFFX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) 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.
| WMFFX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.92 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.40 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.10 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.09 | 3.77 | +2.33 |
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
| WMFFX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.92 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.74 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.64 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.53 | +0.04 |
Correlation
The correlation between WMFFX and LEXCX is 0.84, 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
WMFFX vs. LEXCX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.65%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMFFX Washington Mutual Investors Fund Class F-2 | 10.65% | 10.28% | 10.27% | 5.92% | 6.53% | 6.24% | 3.26% | 6.33% | 4.59% | 7.43% | 6.56% | 6.44% |
LEXCX Voya Corporate Leaders Trust Fund | 1.43% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Drawdowns
WMFFX vs. LEXCX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for WMFFX and LEXCX.
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Drawdown Indicators
| WMFFX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -50.42% | +3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -12.78% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -19.75% | +1.22% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -39.21% | +4.58% |
Current DrawdownCurrent decline from peak | -6.33% | -0.55% | -5.78% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -7.14% | +1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 3.75% | -1.43% |
Volatility
WMFFX vs. LEXCX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 4.41% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.32%. This indicates that WMFFX'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
| WMFFX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.32% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.42% | -1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 17.71% | -2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 16.39% | -2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 18.90% | -2.57% |