LBWIX vs. FISEX
Compare and contrast key facts about BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) and Franklin Equity Income Fund (FISEX).
LBWIX is managed by Franklin Templeton. It was launched on Sep 7, 2010. FISEX is managed by Franklin Templeton. It was launched on Mar 15, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBWIX or FISEX.
Correlation
The correlation between LBWIX and FISEX is 0.94, 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.
Performance
LBWIX vs. FISEX - Performance Comparison
Key characteristics
LBWIX:
0.98
FISEX:
1.24
LBWIX:
1.26
FISEX:
1.56
LBWIX:
1.22
FISEX:
1.26
LBWIX:
0.90
FISEX:
1.16
LBWIX:
3.11
FISEX:
4.28
LBWIX:
4.68%
FISEX:
3.51%
LBWIX:
14.85%
FISEX:
12.13%
LBWIX:
-43.19%
FISEX:
-58.50%
LBWIX:
-11.32%
FISEX:
-9.59%
Returns By Period
In the year-to-date period, LBWIX achieves a 3.94% return, which is significantly higher than FISEX's 3.45% return. Over the past 10 years, LBWIX has underperformed FISEX with an annualized return of 2.90%, while FISEX has yielded a comparatively higher 6.12% annualized return.
LBWIX
3.94%
5.10%
0.18%
14.24%
3.05%
2.90%
FISEX
3.45%
-3.34%
0.30%
13.65%
6.07%
6.12%
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LBWIX vs. FISEX - Expense Ratio Comparison
LBWIX has a 0.84% expense ratio, which is lower than FISEX's 0.85% expense ratio.
Risk-Adjusted Performance
LBWIX vs. FISEX — Risk-Adjusted Performance Rank
LBWIX
FISEX
LBWIX vs. FISEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) and Franklin Equity Income Fund (FISEX). 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.
Dividends
LBWIX vs. FISEX - Dividend Comparison
LBWIX's dividend yield for the trailing twelve months is around 1.82%, less than FISEX's 2.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBWIX BrandywineGLOBAL - Diversified US Large Cap Value Fund | 1.82% | 1.89% | 1.82% | 2.01% | 1.99% | 1.41% | 3.58% | 2.03% | 1.81% | 1.72% | 1.74% | 1.28% |
FISEX Franklin Equity Income Fund | 2.24% | 2.31% | 3.19% | 2.39% | 1.86% | 2.25% | 2.16% | 2.55% | 2.32% | 2.54% | 2.63% | 2.96% |
Drawdowns
LBWIX vs. FISEX - Drawdown Comparison
The maximum LBWIX drawdown since its inception was -43.19%, smaller than the maximum FISEX drawdown of -58.50%. Use the drawdown chart below to compare losses from any high point for LBWIX and FISEX. For additional features, visit the drawdowns tool.
Volatility
LBWIX vs. FISEX - Volatility Comparison
The current volatility for BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) is 4.62%, while Franklin Equity Income Fund (FISEX) has a volatility of 7.90%. This indicates that LBWIX experiences smaller price fluctuations and is considered to be less risky than FISEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.