LBWIX vs. ACIIX
Compare and contrast key facts about BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) and American Century Equity Income Fund Class I (ACIIX).
LBWIX is managed by Franklin Templeton. It was launched on Sep 7, 2010. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
LBWIX vs. ACIIX - Performance Comparison
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LBWIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, LBWIX achieves a 1.48% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, LBWIX has outperformed ACIIX with an annualized return of 11.30%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
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%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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LBWIX vs. ACIIX - Expense Ratio Comparison
LBWIX has a 0.84% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
LBWIX vs. ACIIX — Risk / Return Rank
LBWIX
ACIIX
LBWIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) and American Century Equity Income Fund Class I (ACIIX). 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.
| LBWIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.93 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.35 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.11 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.57 | 4.37 | +1.21 |
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
| LBWIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.93 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.70 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.53 | +0.13 |
Correlation
The correlation between LBWIX and ACIIX is 0.92, 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
LBWIX vs. ACIIX - Dividend Comparison
LBWIX's dividend yield for the trailing twelve months is around 12.27%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
LBWIX vs. ACIIX - Drawdown Comparison
The maximum LBWIX drawdown since its inception was -38.22%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for LBWIX and ACIIX.
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Drawdown Indicators
| LBWIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.22% | -39.16% | +0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -8.96% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | -13.49% | -4.38% |
Max Drawdown (10Y)Largest decline over 10 years | -38.22% | -32.76% | -5.46% |
Current DrawdownCurrent decline from peak | -6.32% | -5.73% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -5.26% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.30% | +0.38% |
Volatility
LBWIX vs. ACIIX - Volatility Comparison
BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) has a higher volatility of 3.11% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that LBWIX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBWIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.11% | 2.76% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.93% | 6.05% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 11.61% | +3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 10.74% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.85% | 13.37% | +4.48% |