BEN vs. TROW
Compare and contrast key facts about Franklin Resources, Inc. (BEN) and T. Rowe Price Group, Inc. (TROW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEN or TROW.
Correlation
The correlation between BEN and TROW is 0.61, 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. TROW - Performance Comparison
Loading data...
Key characteristics
BEN:
-0.10
TROW:
-0.55
BEN:
0.07
TROW:
-0.64
BEN:
1.01
TROW:
0.92
BEN:
-0.07
TROW:
-0.27
BEN:
-0.32
TROW:
-1.13
BEN:
12.50%
TROW:
13.77%
BEN:
34.38%
TROW:
28.88%
BEN:
-72.80%
TROW:
-67.43%
BEN:
-41.37%
TROW:
-50.77%
Fundamentals
BEN:
$11.36B
TROW:
$20.95B
BEN:
$0.69
TROW:
$8.81
BEN:
31.32
TROW:
10.79
BEN:
0.50
TROW:
2.96
BEN:
1.31
TROW:
2.95
BEN:
0.92
TROW:
2.02
BEN:
$8.67B
TROW:
$7.11B
BEN:
$5.30B
TROW:
$3.72B
BEN:
$1.26B
TROW:
$2.71B
Returns By Period
In the year-to-date period, BEN achieves a 8.30% return, which is significantly higher than TROW's -15.30% return. Over the past 10 years, BEN has underperformed TROW with an annualized return of -4.07%, while TROW has yielded a comparatively higher 5.03% annualized return.
BEN
8.30%
19.72%
2.76%
-3.31%
-1.01%
8.91%
-4.07%
TROW
-15.30%
9.61%
-18.11%
-15.89%
-3.77%
0.09%
5.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BEN vs. TROW — Risk-Adjusted Performance Rank
BEN
TROW
BEN vs. TROW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and T. Rowe Price Group, Inc. (TROW). 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.
Loading data...
Dividends
BEN vs. TROW - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.83%, more than TROW's 5.28% 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% |
TROW T. Rowe Price Group, Inc. | 5.28% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% | 2.05% |
Drawdowns
BEN vs. TROW - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, which is greater than TROW's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for BEN and TROW. For additional features, visit the drawdowns tool.
Loading data...
Volatility
BEN vs. TROW - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 8.59% compared to T. Rowe Price Group, Inc. (TROW) at 7.74%. This indicates that BEN's price experiences larger fluctuations and is considered to be riskier than TROW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
BEN vs. TROW - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. and T. Rowe Price Group, Inc.. 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. TROW - 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%.
TROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported a gross profit of 922.00M and revenue of 1.76B. Therefore, the gross margin over that period was 52.3%.
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%.
TROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported an operating income of 596.30M and revenue of 1.76B, resulting in an operating margin of 33.8%.
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%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported a net income of 490.50M and revenue of 1.76B, resulting in a net margin of 27.8%.