Correlation
The correlation between IVZ and BEN 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.
IVZ vs. BEN
Compare and contrast key facts about Invesco Ltd. (IVZ) and Franklin Resources, Inc. (BEN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVZ or BEN.
Performance
IVZ vs. BEN - Performance Comparison
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Key characteristics
IVZ:
-0.03
BEN:
-0.01
IVZ:
0.20
BEN:
0.24
IVZ:
1.03
BEN:
1.03
IVZ:
-0.03
BEN:
-0.01
IVZ:
-0.14
BEN:
-0.02
IVZ:
12.77%
BEN:
12.47%
IVZ:
37.91%
BEN:
34.48%
IVZ:
-83.87%
BEN:
-72.80%
IVZ:
-45.80%
BEN:
-41.29%
Fundamentals
IVZ:
$6.60B
BEN:
$11.46B
IVZ:
$1.22
BEN:
$0.69
IVZ:
11.85
BEN:
31.36
IVZ:
0.43
BEN:
0.50
IVZ:
1.08
BEN:
1.32
IVZ:
0.61
BEN:
0.92
IVZ:
$6.12B
BEN:
$8.67B
IVZ:
$2.93B
BEN:
$5.30B
IVZ:
$1.23B
BEN:
$1.26B
Returns By Period
In the year-to-date period, IVZ achieves a -15.21% return, which is significantly lower than BEN's 8.45% return. Over the past 10 years, IVZ has underperformed BEN with an annualized return of -5.46%, while BEN has yielded a comparatively higher -3.92% annualized return.
IVZ
-15.21%
5.29%
-18.07%
-3.37%
-4.71%
17.58%
-5.46%
BEN
8.45%
15.47%
-1.80%
-2.52%
-2.30%
7.78%
-3.92%
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Risk-Adjusted Performance
IVZ vs. BEN — Risk-Adjusted Performance Rank
IVZ
BEN
IVZ vs. BEN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) 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
IVZ vs. BEN - Dividend Comparison
IVZ's dividend yield for the trailing twelve months is around 5.71%, less than BEN's 5.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 5.71% | 4.66% | 4.41% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% |
BEN Franklin Resources, Inc. | 5.82% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% |
Drawdowns
IVZ vs. BEN - Drawdown Comparison
The maximum IVZ drawdown since its inception was -83.87%, which is greater than BEN's maximum drawdown of -72.80%. Use the drawdown chart below to compare losses from any high point for IVZ and BEN.
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Volatility
IVZ vs. BEN - Volatility Comparison
Invesco Ltd. (IVZ) and Franklin Resources, Inc. (BEN) have volatilities of 9.29% and 9.57%, 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
IVZ vs. BEN - Financials Comparison
This section allows you to compare key financial metrics between Invesco Ltd. 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
IVZ vs. BEN - Profitability Comparison
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Invesco Ltd. reported an operating income of 277.30M and revenue of 1.53B, resulting in an operating margin of 18.1%.
BEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Invesco Ltd. reported a net income of 230.30M and revenue of 1.53B, resulting in a net margin of 15.1%.
BEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Franklin Resources, Inc. reported a net income of 151.40M and revenue of 2.11B, resulting in a net margin of 7.2%.