BEN vs. FRT
Compare and contrast key facts about Franklin Resources, Inc. (BEN) and Federal Realty Investment Trust (FRT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEN or FRT.
Correlation
The correlation between BEN and FRT is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BEN vs. FRT - Performance Comparison
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Key characteristics
BEN:
-0.23
FRT:
-0.22
BEN:
0.05
FRT:
-0.18
BEN:
1.01
FRT:
0.98
BEN:
-0.08
FRT:
-0.17
BEN:
-0.34
FRT:
-0.62
BEN:
13.23%
FRT:
8.78%
BEN:
34.30%
FRT:
22.55%
BEN:
-72.80%
FRT:
-57.42%
BEN:
-43.19%
FRT:
-23.58%
Fundamentals
BEN:
$11.00B
FRT:
$8.23B
BEN:
$0.69
FRT:
$3.48
BEN:
30.35
FRT:
26.87
BEN:
0.47
FRT:
3.72
BEN:
1.27
FRT:
6.70
BEN:
0.87
FRT:
2.71
BEN:
$8.67B
FRT:
$1.22B
BEN:
$5.30B
FRT:
$734.78M
BEN:
$1.26B
FRT:
$631.36M
Returns By Period
In the year-to-date period, BEN achieves a 4.95% return, which is significantly higher than FRT's -14.69% return. Over the past 10 years, BEN has underperformed FRT with an annualized return of -4.39%, while FRT has yielded a comparatively higher 0.26% annualized return.
BEN
4.95%
18.17%
2.80%
-6.23%
6.32%
-4.39%
FRT
-14.69%
5.10%
-16.48%
-4.17%
8.99%
0.26%
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Risk-Adjusted Performance
BEN vs. FRT — Risk-Adjusted Performance Rank
BEN
FRT
BEN vs. FRT - Risk-Adjusted Performance 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.
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Dividends
BEN vs. FRT - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 6.02%, more than FRT's 4.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 6.02% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% |
FRT Federal Realty Investment Trust | 4.70% | 2.93% | 4.21% | 4.26% | 3.12% | 4.96% | 3.22% | 3.42% | 2.98% | 2.70% | 2.48% | 2.47% |
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. For additional features, visit the drawdowns tool.
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Volatility
BEN vs. FRT - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 10.37% compared to Federal Realty Investment Trust (FRT) at 5.78%. 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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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 May 2025, Franklin Resources, Inc. reported a gross profit of 1.01B and revenue of 2.11B. Therefore, the gross margin over that period was 47.8%.
FRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Federal Realty Investment Trust reported a gross profit of 204.78M and revenue of 309.15M. Therefore, the gross margin over that period was 66.2%.
BEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Franklin Resources, Inc. reported an operating income of 145.60M and revenue of 2.11B, resulting in an operating margin of 6.9%.
FRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Federal Realty Investment Trust reported an operating income of 106.96M and revenue of 309.15M, resulting in an operating margin of 34.6%.
BEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Franklin Resources, Inc. reported a net income of 151.40M and revenue of 2.11B, resulting in a net margin of 7.2%.
FRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Federal Realty Investment Trust reported a net income of 63.77M and revenue of 309.15M, resulting in a net margin of 20.6%.