BEN vs. FRT
BEN (Franklin Resources, Inc.) and FRT (Federal Realty Investment Trust) are both stocks. BEN operates in Asset Management (Financial Services), while FRT operates in REIT - Retail (Real Estate). Over the past 10 years, BEN returned 4.72%/yr vs 0.86%/yr for FRT. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
BEN vs. FRT - Performance Comparison
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Returns By Period
In the year-to-date period, BEN achieves a 45.25% return, which is significantly higher than FRT's 27.00% return. Over the past 10 years, BEN has outperformed FRT with an annualized return of 4.72%, while FRT has yielded a comparatively lower 0.86% annualized return.
BEN
- 1D
- 2.08%
- 1M
- -0.73%
- 6M
- 30.35%
- YTD
- 45.25%
- 1Y
- 48.91%
- 3Y*
- 11.39%
- 5Y*
- 7.98%
- 10Y*
- 4.72%
- ALL TIME*
- 17.27%
FRT
- 1D
- 0.00%
- 1M
- 1.97%
- 6M
- 25.13%
- YTD
- 27.00%
- 1Y
- 42.88%
- 3Y*
- 11.69%
- 5Y*
- 5.42%
- 10Y*
- 0.86%
- ALL TIME*
- 10.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $167.01M | $158.14M | $147.26M | |
| $114.71M | $100.27M | $112.02M |
BEN vs. FRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 45.25% | 24.76% | -27.21% | 16.96% | -17.52% | 38.88% | 1.46% | -9.29% | -23.34% | 11.58% |
FRT Federal Realty Investment Trust | 27.00% | -5.91% | 12.07% | 6.55% | -22.66% | 65.97% | -30.66% | 12.51% | -8.10% | -3.59% |
Correlation
The correlation between BEN and FRT is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Sep 7, 1984 | 0.31 |
The correlation between BEN and FRT shifts across timeframes, from 0.28 (1 year) to 0.50 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BEN:
$17.59B
FRT:
$10.72B
BEN:
$1.72
FRT:
$5.06
BEN:
19.64
FRT:
24.52
BEN:
1.88
FRT:
8.01
BEN:
1.49
FRT:
3.18
BEN:
$9.32B
FRT:
$1.34B
BEN:
$6.31B
FRT:
$721.93M
BEN:
$1.69B
FRT:
$1.03B
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Return for Risk
BEN vs. FRT — Risk / Return Rank
BEN
FRT
BEN vs. FRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and Federal Realty Investment Trust (FRT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BEN | FRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.41 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 5.84 | -3.30 |
| Martin ratioReturn relative to average drawdown | 6.33 | 15.32 | -8.99 |
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Drawdowns
BEN vs. FRT - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, which is greater than FRT's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for BEN and FRT.
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Drawdown Indicators
| BEN | FRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.80% | -57.42% | -15.38% |
Max Drawdown (1Y)Largest decline over 1 year | -19.21% | -6.96% | -12.25% |
Max Drawdown (3Y)Largest decline over 3 years | -40.01% | -27.38% | -12.63% |
Max Drawdown (5Y)Largest decline over 5 years | -47.43% | -34.99% | -12.44% |
Max Drawdown (10Y)Largest decline over 10 years | -62.10% | -54.91% | -7.19% |
Current DrawdownCurrent decline from peak | -1.90% | -2.39% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -22.81% | -11.75% | -11.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.70% | 2.65% | +5.05% |
Volatility
BEN vs. FRT - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 7.07% compared to Federal Realty Investment Trust (FRT) at 4.22%. This indicates that BEN's price experiences larger fluctuations and is considered to be riskier than FRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEN | FRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 4.22% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 22.02% | 12.28% | +9.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.07% | 17.08% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.94% | 23.08% | +8.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.84% | 29.46% | +3.38% |
Dividends
BEN vs. FRT - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 3.87%, more than FRT's 3.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 3.87% | 5.40% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% |
FRT Federal Realty Investment Trust | 3.64% | 4.39% | 2.93% | 4.21% | 4.26% | 3.12% | 4.96% | 3.22% | 3.42% | 2.98% | 2.70% | 2.48% |
Financials
BEN vs. FRT - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. and Federal Realty Investment Trust. 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
BEN vs. FRT - Profitability Comparison
BEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Franklin Resources, Inc. reported a gross profit of 1.28B and revenue of 2.36B. Therefore, the gross margin over that period was 54.2%.
FRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Federal Realty Investment Trust reported a gross profit of 232.14M and revenue of 335.71M. Therefore, the gross margin over that period was 69.2%.
BEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Franklin Resources, Inc. reported an operating income of 215.80M and revenue of 2.36B, resulting in an operating margin of 9.2%.
FRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Federal Realty Investment Trust reported an operating income of 138.66M and revenue of 335.71M, resulting in an operating margin of 41.3%.
BEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Franklin Resources, Inc. reported a net income of 171.50M and revenue of 2.36B, resulting in a net margin of 7.3%.
FRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Federal Realty Investment Trust reported a net income of 85.70M and revenue of 335.71M, resulting in a net margin of 25.5%.
Frequently Asked Questions
BEN and FRT have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEN has higher volatility (7.07%) compared to FRT (4.22%). In terms of maximum drawdown, BEN dropped -72.80% vs FRT's -57.42%.
FRT currently has the higher Sharpe Ratio (2.39 vs 1.74), 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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