FISEX vs. LBWIX
Compare and contrast key facts about Franklin Equity Income Fund (FISEX) and BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX).
FISEX is managed by Franklin Templeton. It was launched on Mar 15, 1988. LBWIX is managed by Franklin Templeton. It was launched on Sep 7, 2010.
Performance
FISEX vs. LBWIX - Performance Comparison
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FISEX vs. LBWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | -0.61% | 17.05% | 18.11% | 9.04% | -6.88% | 25.42% | 5.53% | 25.51% | -4.76% | 15.99% |
LBWIX BrandywineGLOBAL - Diversified US Large Cap Value Fund | 1.48% | 17.38% | 18.59% | 7.42% | -1.56% | 29.74% | -1.41% | 25.66% | -9.05% | 17.79% |
Returns By Period
In the year-to-date period, FISEX achieves a -0.61% return, which is significantly lower than LBWIX's 1.48% return. Both investments have delivered pretty close results over the past 10 years, with FISEX having a 10.91% annualized return and LBWIX not far ahead at 11.30%.
FISEX
- 1D
- -0.18%
- 1M
- -5.56%
- YTD
- -0.61%
- 6M
- 2.17%
- 1Y
- 15.84%
- 3Y*
- 14.29%
- 5Y*
- 10.34%
- 10Y*
- 10.91%
LBWIX
- 1D
- 0.05%
- 1M
- -5.06%
- YTD
- 1.48%
- 6M
- 5.48%
- 1Y
- 15.10%
- 3Y*
- 15.44%
- 5Y*
- 10.97%
- 10Y*
- 11.30%
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FISEX vs. LBWIX - Expense Ratio Comparison
FISEX has a 0.85% expense ratio, which is higher than LBWIX's 0.84% expense ratio.
Return for Risk
FISEX vs. LBWIX — Risk / Return Rank
FISEX
LBWIX
FISEX vs. LBWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Equity Income Fund (FISEX) and BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX). 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.
| FISEX | LBWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.09 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.57 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.37 | -0.01 |
Martin ratioReturn relative to average drawdown | 6.49 | 5.57 | +0.91 |
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
| FISEX | LBWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.09 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.74 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.64 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.66 | -0.07 |
Correlation
The correlation between FISEX and LBWIX is 0.95, 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
FISEX vs. LBWIX - Dividend Comparison
FISEX's dividend yield for the trailing twelve months is around 10.15%, less than LBWIX's 12.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | 10.15% | 10.11% | 10.50% | 4.22% | 5.60% | 7.19% | 3.05% | 5.00% | 6.99% | 4.81% | 6.45% | 5.38% |
LBWIX BrandywineGLOBAL - Diversified US Large Cap Value Fund | 12.27% | 12.45% | 11.18% | 1.90% | 13.87% | 16.48% | 2.89% | 11.13% | 11.30% | 6.47% | 6.95% | 6.82% |
Drawdowns
FISEX vs. LBWIX - Drawdown Comparison
The maximum FISEX drawdown since its inception was -56.54%, which is greater than LBWIX's maximum drawdown of -38.22%. Use the drawdown chart below to compare losses from any high point for FISEX and LBWIX.
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Drawdown Indicators
| FISEX | LBWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.54% | -38.22% | -18.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -10.92% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -18.66% | -17.87% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -32.97% | -38.22% | +5.25% |
Current DrawdownCurrent decline from peak | -6.41% | -6.32% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -3.98% | -2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.68% | -0.32% |
Volatility
FISEX vs. LBWIX - Volatility Comparison
Franklin Equity Income Fund (FISEX) has a higher volatility of 3.30% compared to BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) at 3.11%. This indicates that FISEX's price experiences larger fluctuations and is considered to be riskier than LBWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISEX | LBWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 3.11% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 7.19% | 7.93% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 15.14% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 14.85% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 17.85% | -1.69% |