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.
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.
Performance
BEN vs. IVZ - Performance Comparison
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Key characteristics
BEN:
-0.11
IVZ:
-0.10
BEN:
0.01
IVZ:
0.12
BEN:
1.00
IVZ:
1.02
BEN:
-0.10
IVZ:
-0.07
BEN:
-0.43
IVZ:
-0.32
BEN:
12.51%
IVZ:
12.37%
BEN:
34.38%
IVZ:
37.81%
BEN:
-72.80%
IVZ:
-83.87%
BEN:
-41.37%
IVZ:
-45.13%
Fundamentals
BEN:
$11.65B
IVZ:
$6.78B
BEN:
$0.69
IVZ:
$1.25
BEN:
32.13
IVZ:
12.13
BEN:
0.51
IVZ:
1.62
BEN:
1.34
IVZ:
1.11
BEN:
0.94
IVZ:
0.63
BEN:
$8.67B
IVZ:
$6.12B
BEN:
$5.30B
IVZ:
$2.93B
BEN:
$1.26B
IVZ:
$1.23B
Returns By Period
In the year-to-date period, BEN achieves a 8.30% return, which is significantly higher than IVZ's -14.15% return. Over the past 10 years, BEN has outperformed IVZ with an annualized return of -4.07%, while IVZ has yielded a comparatively lower -5.50% annualized return.
BEN
8.30%
24.55%
3.14%
-3.75%
-0.76%
8.91%
-4.07%
IVZ
-14.15%
19.09%
-13.81%
-3.70%
-3.02%
20.06%
-5.50%
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Risk-Adjusted Performance
BEN vs. IVZ — Risk-Adjusted Performance Rank
BEN
IVZ
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.
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Dividends
BEN vs. IVZ - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.83%, more than IVZ's 5.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 5.83% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% |
IVZ Invesco Ltd. | 5.64% | 4.66% | 4.42% | 4.08% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% |
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.
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Volatility
BEN vs. IVZ - Volatility Comparison
Franklin Resources, Inc. (BEN) and Invesco Ltd. (IVZ) have volatilities of 8.62% and 9.00%, 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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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 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%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Invesco Ltd. reported a gross profit of 1.52B and revenue of 1.53B. Therefore, the gross margin over that period was 99.3%.
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%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Invesco Ltd. reported an operating income of 277.30M and revenue of 1.53B, resulting in an operating margin of 18.1%.
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%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Invesco Ltd. reported a net income of 230.30M and revenue of 1.53B, resulting in a net margin of 15.1%.