BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) Alternatives
BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LBWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LBWIX
LBWIX charges 0.84% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LBWIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LBWIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LBWIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LBWIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LBWIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | LBWIX vs TILVX |
Best Risk-Adjusted Alternatives to LBWIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | LBWIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | LBWIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LBWIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LBWIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | LBWIX vs VALAX |
Top Performing LBWIX Alternatives (YTD)
LBWIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | LBWIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | LBWIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LBWIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | LBWIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | LBWIX vs HFCVX |
Lowest Volatility Alternatives to LBWIX
LBWIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | LBWIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LBWIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LBWIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | LBWIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | LBWIX vs ACIIX |
Lowest Drawdown Alternatives to LBWIX
LBWIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | LBWIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LBWIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LBWIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LBWIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LBWIX vs PSECX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | LBWIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | LBWIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | LBWIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | LBWIX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | LBWIX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | LBWIX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | LBWIX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | LBWIX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | LBWIX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | LBWIX vs SHAPX |
Often Compared With LBWIX
What investors most often compare with LBWIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Large-Cap Value Fund | Large Cap Value Equities | 28 | -1.54% | Sep 23, 1931 | LBWIX vs EHSTX | |
| Franklin Equity Income Fund | Large Cap Value Equities | 67 | -0.61% | Mar 15, 1988 | LBWIX vs FISEX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | LBWIX vs VOO | |
| iShares Select Dividend ETF | Large Cap Value Equities, Dividend | 65 | 8.10% | Nov 3, 2003 | LBWIX vs DVY | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | LBWIX vs SPY |
Compare LBWIX with Any Fund or Stock
Compare LBWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.