FRT vs. BEN
Compare and contrast key facts about Federal Realty Investment Trust (FRT) and Franklin Resources, Inc. (BEN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRT or BEN.
Correlation
The correlation between FRT and BEN is 0.39, 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.
Performance
FRT vs. BEN - Performance Comparison
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Key characteristics
FRT:
0.02
BEN:
-0.04
FRT:
0.14
BEN:
0.14
FRT:
1.02
BEN:
1.02
FRT:
-0.01
BEN:
-0.05
FRT:
-0.04
BEN:
-0.19
FRT:
9.05%
BEN:
13.25%
FRT:
23.27%
BEN:
34.34%
FRT:
-57.42%
BEN:
-72.80%
FRT:
-19.94%
BEN:
-39.28%
Fundamentals
FRT:
$8.40B
BEN:
$11.66B
FRT:
$3.48
BEN:
$0.69
FRT:
27.79
BEN:
32.14
FRT:
3.54
BEN:
0.51
FRT:
6.87
BEN:
1.34
FRT:
2.71
BEN:
0.94
FRT:
$1.22B
BEN:
$8.67B
FRT:
$734.78M
BEN:
$5.30B
FRT:
$824.68M
BEN:
$1.26B
Returns By Period
In the year-to-date period, FRT achieves a -10.63% return, which is significantly lower than BEN's 12.16% return. Over the past 10 years, FRT has outperformed BEN with an annualized return of 0.31%, while BEN has yielded a comparatively lower -3.77% annualized return.
FRT
-10.63%
6.39%
-11.88%
0.48%
10.97%
0.31%
BEN
12.16%
27.52%
6.67%
-1.52%
9.86%
-3.77%
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Risk-Adjusted Performance
FRT vs. BEN — Risk-Adjusted Performance Rank
FRT
BEN
FRT vs. BEN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federal Realty Investment Trust (FRT) and Franklin Resources, Inc. (BEN). 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
FRT vs. BEN - Dividend Comparison
FRT's dividend yield for the trailing twelve months is around 4.48%, less than BEN's 5.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRT Federal Realty Investment Trust | 4.48% | 2.93% | 4.21% | 4.26% | 3.12% | 4.96% | 3.22% | 3.42% | 2.98% | 2.70% | 2.48% | 2.47% |
BEN Franklin Resources, Inc. | 5.63% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% |
Drawdowns
FRT vs. BEN - Drawdown Comparison
The maximum FRT drawdown since its inception was -57.42%, smaller than the maximum BEN drawdown of -72.80%. Use the drawdown chart below to compare losses from any high point for FRT and BEN. For additional features, visit the drawdowns tool.
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Volatility
FRT vs. BEN - Volatility Comparison
The current volatility for Federal Realty Investment Trust (FRT) is 7.53%, while Franklin Resources, Inc. (BEN) has a volatility of 8.50%. This indicates that FRT experiences smaller price fluctuations and is considered to be less risky than BEN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
FRT vs. BEN - Financials Comparison
This section allows you to compare key financial metrics between Federal Realty Investment Trust and Franklin Resources, 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
FRT vs. BEN - Profitability Comparison
FRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Federal Realty Investment Trust reported a gross profit of 204.78M and revenue of 309.15M. Therefore, the gross margin over that period was 66.2%.
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%.
FRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Federal Realty Investment Trust reported an operating income of 108.13M and revenue of 309.15M, resulting in an operating margin of 35.0%.
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%.
FRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Federal Realty Investment Trust reported a net income of 63.77M and revenue of 309.15M, resulting in a net margin of 20.6%.
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%.