BEN vs. IVZ
Compare and contrast key facts about Franklin Resources, Inc. (BEN) and Invesco Ltd. (IVZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEN or IVZ.
Key characteristics
| BEN | IVZ | |
|---|---|---|
| YTD Return | -25.69% | 4.74% |
| 1Y Return | -3.75% | 46.21% |
| 3Y Return (Ann) | -12.18% | -7.57% |
| 5Y Return (Ann) | -1.28% | 4.58% |
| 10Y Return (Ann) | -5.47% | -3.83% |
| Sharpe Ratio | -0.20 | 1.36 |
| Sortino Ratio | -0.07 | 1.83 |
| Omega Ratio | 0.99 | 1.25 |
| Calmar Ratio | -0.12 | 0.77 |
| Martin Ratio | -0.32 | 4.23 |
| Ulcer Index | 19.53% | 10.14% |
| Daily Std Dev | 30.55% | 31.53% |
| Max Drawdown | -72.80% | -83.87% |
| Current Drawdown | -44.73% | -35.02% |
Fundamentals
| BEN | IVZ | |
|---|---|---|
| Market Cap | $10.96B | $8.36B |
| EPS | $0.88 | -$0.95 |
| PEG Ratio | 0.88 | 1.62 |
| Total Revenue (TTM) | $6.22B | $5.90B |
| Gross Profit (TTM) | $3.91B | $2.68B |
| EBITDA (TTM) | $910.60M | $1.03B |
Correlation
The correlation between BEN and IVZ is 0.60, 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. IVZ - Performance Comparison
In the year-to-date period, BEN achieves a -25.69% return, which is significantly lower than IVZ's 4.74% return. Over the past 10 years, BEN has underperformed IVZ with an annualized return of -5.47%, while IVZ has yielded a comparatively higher -3.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BEN vs. IVZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and Invesco Ltd. (IVZ). 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. IVZ - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.89%, more than IVZ's 3.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 5.89% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% | 0.72% |
IVZ Invesco Ltd. | 3.39% | 4.42% | 4.08% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% | 2.33% |
Drawdowns
BEN vs. IVZ - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, smaller than the maximum IVZ drawdown of -83.87%. Use the drawdown chart below to compare losses from any high point for BEN and IVZ. For additional features, visit the drawdowns tool.
Volatility
BEN vs. IVZ - Volatility Comparison
The current volatility for Franklin Resources, Inc. (BEN) is 7.46%, while Invesco Ltd. (IVZ) has a volatility of 9.01%. This indicates that BEN experiences smaller price fluctuations and is considered to be less risky than IVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BEN vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. and Invesco Ltd.. 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