LBWIX vs. FISEX

In the year-to-date period, LBWIX achieves a 1.90% return, which is significantly higher than FISEX's 1.48% return. Over the past 10 years, LBWIX has underperformed FISEX with an annualized return of 2.14%, while FISEX has yielded a comparatively higher 5.47% annualized return.

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LBWIX has a 0.84% expense ratio, which is lower than FISEX's 0.85% expense ratio.

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.

The current LBWIX Sharpe Ratio is 0.05, which is comparable to the FISEX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of LBWIX and FISEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LBWIX's dividend yield for the trailing twelve months is around 1.86%, less than FISEX's 10.45% yield.

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.

BrandywineGLOBAL - Diversified US Large Cap Value Fund (LBWIX) and Franklin Equity Income Fund (FISEX) have volatilities of 4.93% and 4.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.