BEN vs. AMCR
Compare and contrast key facts about Franklin Resources, Inc. (BEN) and Amcor plc (AMCR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEN or AMCR.
Correlation
The correlation between BEN and AMCR is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BEN vs. AMCR - Performance Comparison
Key characteristics
BEN:
-0.91
AMCR:
0.16
BEN:
-1.13
AMCR:
0.40
BEN:
0.85
AMCR:
1.05
BEN:
-0.53
AMCR:
0.12
BEN:
-1.43
AMCR:
0.59
BEN:
18.83%
AMCR:
6.16%
BEN:
29.41%
AMCR:
22.30%
BEN:
-72.80%
AMCR:
-47.21%
BEN:
-47.63%
AMCR:
-19.69%
Fundamentals
BEN:
$10.29B
AMCR:
$13.89B
BEN:
$0.85
AMCR:
$0.53
BEN:
23.09
AMCR:
18.13
BEN:
1.30
AMCR:
1.84
BEN:
$6.44B
AMCR:
$10.30B
BEN:
$4.75B
AMCR:
$2.10B
BEN:
$980.50M
AMCR:
$1.50B
Returns By Period
In the year-to-date period, BEN achieves a -3.25% return, which is significantly lower than AMCR's 2.13% return.
BEN
-3.25%
-8.96%
-15.03%
-25.43%
-0.69%
-5.18%
AMCR
2.13%
-2.34%
-4.74%
5.45%
1.97%
N/A
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Risk-Adjusted Performance
BEN vs. AMCR — Risk-Adjusted Performance Rank
BEN
AMCR
BEN vs. AMCR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and Amcor plc (AMCR). 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
BEN vs. AMCR - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 6.37%, more than AMCR's 5.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 6.37% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% |
AMCR Amcor plc | 5.23% | 5.35% | 5.12% | 4.06% | 3.95% | 3.93% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BEN vs. AMCR - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, which is greater than AMCR's maximum drawdown of -47.21%. Use the drawdown chart below to compare losses from any high point for BEN and AMCR. For additional features, visit the drawdowns tool.
Volatility
BEN vs. AMCR - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 9.07% compared to Amcor plc (AMCR) at 4.61%. This indicates that BEN's price experiences larger fluctuations and is considered to be riskier than AMCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BEN vs. AMCR - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. and Amcor plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities