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 a closer substitute for your current allocation.
Cheapest Alternatives to LBWIX
LBWIX charges 0.84% annually. There are 182 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | LBWIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LBWIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LBWIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | LBWIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | LBWIX vs VVIAX |
Best Risk-Adjusted Alternatives to LBWIX
LBWIX has a PortfoliosLab risk / return rank of 85. There are 58 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | LBWIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | LBWIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | LBWIX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | LBWIX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | LBWIX vs SABTX |
Top Performing LBWIX Alternatives (YTD)
LBWIX is at 12.11% YTD. There are 95 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | LBWIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | LBWIX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | LBWIX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | LBWIX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | LBWIX vs YAFFX |
Lowest Volatility Alternatives to LBWIX
LBWIX has 10.88% 1-year volatility. There are 119 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | LBWIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | LBWIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | LBWIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | LBWIX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | LBWIX vs ACIIX |
Lowest Drawdown Alternatives to LBWIX
LBWIX has a 1-year max drawdown of -6.80%. There are 96 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | LBWIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LBWIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LBWIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LBWIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LBWIX vs SVAIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 13 | 6.31% | — | Jan 1968 | LBWIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 28 | -6.87% | — | May 1969 | LBWIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 79 | 4.34% | — | — | LBWIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 19 | 3.19% | — | Apr 1948 | LBWIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 19 | 14.74% | — | Jun 2011 | LBWIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 26 | 4.40% | — | Jan 1987 | LBWIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 5 | -0.39% | — | Aug 1997 | LBWIX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.49% | — | Oct 1983 | LBWIX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 89 | 4.88% | — | Aug 1997 | LBWIX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 24 | 3.19% | — | Mar 1970 | LBWIX vs SHAPX |
Often Compared With LBWIX
Investors most often compare LBWIX with FISEX, EHSTX, DVY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LBWIX with Any Fund or Stock
Compare LBWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LBWIX with funds that move differently
BrandywineGLOBAL - Diversified US Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LBWIX.
Explore LBWIX Diversifiers