BEN vs. FRT

Last updated Apr 1, 2026

Compare and contrast key facts about Franklin Resources, Inc. (BEN) and Federal Realty Investment Trust (FRT).

Performance

BEN vs. FRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Resources, Inc. (BEN) and Federal Realty Investment Trust (FRT). The values are adjusted to include any dividend payments, if applicable.

BEN vs. FRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BEN Franklin Resources, Inc.	0.31%	24.76%	-27.21%	16.96%	-17.52%	38.88%	1.46%	-9.29%	-23.34%	11.58%
FRT Federal Realty Investment Trust	6.56%	-5.91%	12.07%	6.55%	-22.66%	65.97%	-30.66%	12.51%	-8.10%	-3.59%

Fundamentals

EPS BEN : $1.79 FRT : $4.77
PE Ratio BEN : 13.17 FRT : 22.27
PS Ratio BEN : 0.92 FRT : 7.15
Total Revenue (TTM) BEN : $8.85B FRT : $1.28B
Gross Profit (TTM) BEN : $6.39B FRT : $860.70M
EBITDA (TTM) BEN : $1.22B FRT : $970.04M

Returns By Period

In the year-to-date period, BEN achieves a 0.31% return, which is significantly lower than FRT's 6.56% return. Both investments have delivered pretty close results over the past 10 years, with BEN having a -0.21% annualized return and FRT not far ahead at -0.20%.

BEN

• 1D: 4.61%
• 1M: -9.70%
• YTD: 0.31%
• 6M: 5.03%
• 1Y: 29.72%
• 3Y*: 1.04%
• 5Y*: 0.04%
• 10Y*: -0.21%

FRT

• 1D: 1.68%
• 1M: -2.35%
• YTD: 6.56%
• 6M: 7.22%
• 1Y: 13.63%
• 3Y*: 6.60%
• 5Y*: 4.50%
• 10Y*: -0.20%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BEN vs. FRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEN

BEN Risk / Return Rank: 72
BEN Sharpe Ratio Rank: 75
BEN Sortino Ratio Rank: 69
BEN Omega Ratio Rank: 68
BEN Calmar Ratio Rank: 74
BEN Martin Ratio Rank: 74

FRT

FRT Risk / Return Rank: 63
FRT Sharpe Ratio Rank: 65
FRT Sortino Ratio Rank: 57
FRT Omega Ratio Rank: 56
FRT Calmar Ratio Rank: 63
FRT Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	BEN	FRT	Difference
Sharpe ratio Return per unit of total volatility	0.98	0.63	+0.35
Sortino ratio Return per unit of downside risk	1.52	1.04	+0.48
Omega ratio Gain probability vs. loss probability	1.20	1.13	+0.07
Calmar ratio Return relative to maximum drawdown	1.65	0.94	+0.71
Martin ratio Return relative to average drawdown	4.18	3.71	+0.47
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BEN vs. FRT - Sharpe Ratio Comparison

The current BEN Sharpe Ratio is 0.98, which is higher than the FRT Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of BEN and FRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BEN	FRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.98	0.63	+0.35
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.00	0.19	-0.19
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.01	-0.01	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.40	+0.05

Correlation

The correlation between BEN and FRT is 0.31, 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.

Dividends

BEN vs. FRT - Dividend Comparison

BEN's dividend yield for the trailing twelve months is around 5.50%, more than FRT's 4.20% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BEN Franklin Resources, Inc.	5.50%	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	4.20%	4.39%	2.93%	4.21%	4.26%	3.12%	4.96%	3.22%	3.42%	2.98%	2.70%	2.48%

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.

Drawdown Indicators

	BEN	FRT	Difference
Max Drawdown Largest peak-to-trough decline	-72.80%	-57.42%	-15.38%
Max Drawdown (1Y) Largest decline over 1 year	-19.21%	-15.66%	-3.55%
Max Drawdown (5Y) Largest decline over 5 years	-47.43%	-34.99%	-12.44%
Max Drawdown (10Y) Largest decline over 10 years	-62.10%	-56.47%	-5.63%
Current Drawdown Current decline from peak	-32.25%	-10.18%	-22.07%
Average Drawdown Average peak-to-trough decline	-22.91%	-11.81%	-11.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.58%	3.95%	+3.63%

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 5.37%. 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.

Volatility by Period

	BEN	FRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.37%	5.37%	+5.00%
Volatility (6M) Calculated over the trailing 6-month period	20.25%	11.89%	+8.36%
Volatility (1Y) Calculated over the trailing 1-year period	30.51%	21.90%	+8.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.13%	23.45%	+8.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.84%	29.41%	+3.43%

Financials

BEN vs. FRT - Profitability Comparison

The chart below illustrates the profitability comparison between Franklin Resources, Inc. and Federal Realty Investment Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Franklin Resources, Inc. reported a gross profit of 1.17B and revenue of 2.33B. Therefore, the gross margin over that period was 50.5%.

FRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Federal Realty Investment Trust reported a gross profit of 225.48M and revenue of 336.05M. Therefore, the gross margin over that period was 67.1%.

BEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Franklin Resources, Inc. reported an operating income of 281.00M and revenue of 2.33B, resulting in an operating margin of 12.1%.

FRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Federal Realty Investment Trust reported an operating income of 180.65M and revenue of 336.05M, resulting in an operating margin of 53.8%.

BEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Franklin Resources, Inc. reported a net income of 255.50M and revenue of 2.33B, resulting in a net margin of 11.0%.

FRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Federal Realty Investment Trust reported a net income of 129.74M and revenue of 336.05M, resulting in a net margin of 38.6%.