BEN vs. AMP
BEN (Franklin Resources, Inc.) and AMP (Ameriprise Financial, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BEN returned 4.28%/yr vs 18.65%/yr for AMP. A 0.70 correlation means they provide meaningful diversification when combined.
Performance
BEN vs. AMP - Performance Comparison
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Returns By Period
In the year-to-date period, BEN achieves a 33.31% return, which is significantly higher than AMP's -7.75% return. Over the past 10 years, BEN has underperformed AMP with an annualized return of 4.28%, while AMP has yielded a comparatively higher 18.65% annualized return.
BEN
- 1D
- 0.19%
- 1M
- 1.10%
- YTD
- 33.31%
- 6M
- 39.64%
- 1Y
- 51.74%
- 3Y*
- 11.88%
- 5Y*
- 2.91%
- 10Y*
- 4.28%
AMP
- 1D
- -1.16%
- 1M
- -3.48%
- YTD
- -7.75%
- 6M
- -5.11%
- 1Y
- -12.20%
- 3Y*
- 14.20%
- 5Y*
- 13.17%
- 10Y*
- 18.65%
BEN vs. AMP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 33.31% | 24.76% | -27.21% | 16.96% | -17.52% | 38.88% | 1.46% | -9.29% | -23.34% | 11.58% |
AMP Ameriprise Financial, Inc. | -7.75% | -6.73% | 42.10% | 23.99% | 4.98% | 57.92% | 19.82% | 63.96% | -36.83% | 56.40% |
Correlation
The correlation between BEN and AMP is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2005 | 0.70 |
The correlation between BEN and AMP shifts across timeframes, from 0.57 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BEN:
$16.27B
AMP:
$42.47B
BEN:
$1.57
AMP:
$30.77
BEN:
19.99
AMP:
14.60
BEN:
1.80
AMP:
3.02
BEN:
1.34
AMP:
6.84
BEN:
$9.03B
AMP:
$14.42B
BEN:
$6.66B
AMP:
$7.51B
BEN:
$1.77B
AMP:
$5.13B
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Return for Risk
BEN vs. AMP — Risk / Return Rank
BEN
AMP
BEN vs. AMP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and Ameriprise Financial, Inc. (AMP). 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.
| BEN | AMP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.38 | ||
| Sortino ratioReturn per unit of downside risk | +3.04 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.93 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | -0.59 | +3.29 |
| Martin ratioReturn relative to average drawdown | 6.80 | -1.04 | +7.84 |
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
| BEN | AMP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | -0.49 | +2.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.48 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.55 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.39 | +0.08 |
Drawdowns
BEN vs. AMP - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, smaller than the maximum AMP drawdown of -81.14%. Use the drawdown chart below to compare losses from any high point for BEN and AMP.
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Drawdown Indicators
| BEN | AMP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.80% | -81.14% | +8.34% |
Max Drawdown (1Y)Largest decline over 1 year | -19.21% | -20.87% | +1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -40.01% | -26.39% | -13.62% |
Max Drawdown (5Y)Largest decline over 5 years | -47.43% | -31.54% | -15.89% |
Max Drawdown (10Y)Largest decline over 10 years | -62.10% | -53.88% | -8.22% |
Current DrawdownCurrent decline from peak | -9.96% | -20.34% | +10.38% |
Average DrawdownAverage peak-to-trough decline | -22.88% | -15.13% | -7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.63% | 11.74% | -4.11% |
Volatility
BEN vs. AMP - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 8.66% compared to Ameriprise Financial, Inc. (AMP) at 6.00%. This indicates that BEN's price experiences larger fluctuations and is considered to be riskier than AMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEN | AMP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.66% | 6.00% | +2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 21.42% | 19.55% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.56% | 24.89% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.13% | 27.83% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.96% | 33.98% | -1.02% |
Dividends
BEN vs. AMP - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 4.14%, more than AMP's 1.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.45% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
BEN Franklin Resources, Inc. | 4.14% | 5.40% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% |
Financials
BEN vs. AMP - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. and Ameriprise Financial, Inc.. 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
Frequently Asked Questions
BEN and AMP have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEN has higher volatility (8.66%) compared to AMP (6.00%). In terms of maximum drawdown, BEN dropped -72.80% vs AMP's -81.14%.
BEN currently has the higher Sharpe Ratio (1.89 vs -0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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