BEN vs. IVZ
Compare and contrast key facts about Franklin Resources, Inc. (BEN) and Invesco Ltd. (IVZ).
Performance
BEN vs. IVZ - Performance Comparison
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BEN vs. IVZ - 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% |
IVZ Invesco Ltd. | -6.79% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
Fundamentals
BEN:
$1.79
IVZ:
$2.31
BEN:
13.17
IVZ:
10.53
BEN:
0.92
IVZ:
1.76
BEN:
$8.85B
IVZ:
$6.28B
BEN:
$6.39B
IVZ:
$2.22B
BEN:
$1.22B
IVZ:
$1.52B
Returns By Period
In the year-to-date period, BEN achieves a 0.31% return, which is significantly higher than IVZ's -6.79% return. Over the past 10 years, BEN has underperformed IVZ with an annualized return of -0.21%, while IVZ has yielded a comparatively higher 2.17% annualized return.
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%
IVZ
- 1D
- 4.29%
- 1M
- -7.50%
- YTD
- -6.79%
- 6M
- 7.68%
- 1Y
- 66.68%
- 3Y*
- 20.18%
- 5Y*
- 3.43%
- 10Y*
- 2.17%
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Return for Risk
BEN vs. IVZ — Risk / Return Rank
BEN
IVZ
BEN vs. IVZ - Risk-Adjusted Trends 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.
| BEN | IVZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.66 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.28 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 2.94 | -1.29 |
Martin ratioReturn relative to average drawdown | 4.18 | 8.21 | -4.03 |
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 | IVZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.66 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.09 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | 0.06 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.17 | +0.28 |
Correlation
The correlation between BEN and IVZ is 0.59, 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.
Dividends
BEN vs. IVZ - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.50%, more than IVZ's 3.46% 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% |
IVZ Invesco Ltd. | 3.46% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
Drawdowns
BEN vs. IVZ - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, smaller than the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for BEN and IVZ.
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Drawdown Indicators
| BEN | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.80% | -83.91% | +11.11% |
Max Drawdown (1Y)Largest decline over 1 year | -19.21% | -22.63% | +3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -47.43% | -53.45% | +6.02% |
Max Drawdown (10Y)Largest decline over 10 years | -62.10% | -79.72% | +17.62% |
Current DrawdownCurrent decline from peak | -32.25% | -16.83% | -15.42% |
Average DrawdownAverage peak-to-trough decline | -22.91% | -36.16% | +13.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.58% | 8.09% | -0.51% |
Volatility
BEN vs. IVZ - Volatility Comparison
Franklin Resources, Inc. (BEN) and Invesco Ltd. (IVZ) have volatilities of 10.37% and 10.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEN | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.37% | 10.53% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 20.25% | 24.45% | -4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.51% | 40.47% | -9.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.13% | 36.55% | -4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.84% | 39.28% | -6.44% |
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
BEN vs. IVZ - Profitability Comparison
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%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Invesco Ltd. reported a gross profit of 560.50M and revenue of 1.64B. Therefore, the gross margin over that period was 34.2%.
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%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Invesco Ltd. reported an operating income of 270.90M and revenue of 1.64B, resulting in an operating margin of 16.5%.
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%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Invesco Ltd. reported a net income of 345.70M and revenue of 1.64B, resulting in a net margin of 21.1%.