Correlation
The correlation between LGGNY and BEN is 0.35, 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.
LGGNY vs. BEN
Compare and contrast key facts about Legal & General Group Plc (LGGNY) and Franklin Resources, Inc. (BEN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGGNY or BEN.
Performance
LGGNY vs. BEN - Performance Comparison
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Key characteristics
LGGNY:
0.59
BEN:
-0.01
LGGNY:
0.85
BEN:
0.24
LGGNY:
1.12
BEN:
1.03
LGGNY:
0.61
BEN:
-0.01
LGGNY:
1.54
BEN:
-0.02
LGGNY:
8.24%
BEN:
12.47%
LGGNY:
24.18%
BEN:
34.48%
LGGNY:
-89.12%
BEN:
-72.80%
LGGNY:
0.00%
BEN:
-41.29%
Fundamentals
LGGNY:
$19.19B
BEN:
$11.46B
LGGNY:
$0.19
BEN:
$0.69
LGGNY:
88.26
BEN:
31.36
LGGNY:
0.00
BEN:
0.50
LGGNY:
1.60
BEN:
1.32
LGGNY:
4.03
BEN:
0.92
Returns By Period
In the year-to-date period, LGGNY achieves a 23.02% return, which is significantly higher than BEN's 8.45% return. Over the past 10 years, LGGNY has outperformed BEN with an annualized return of 5.08%, while BEN has yielded a comparatively lower -3.92% annualized return.
LGGNY
23.02%
6.48%
26.15%
13.03%
9.50%
14.95%
5.08%
BEN
8.45%
15.47%
-1.80%
-2.52%
-2.30%
7.78%
-3.92%
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Risk-Adjusted Performance
LGGNY vs. BEN — Risk-Adjusted Performance Rank
LGGNY
BEN
LGGNY vs. BEN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Legal & General Group Plc (LGGNY) 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
LGGNY vs. BEN - Dividend Comparison
LGGNY's dividend yield for the trailing twelve months is around 8.21%, more than BEN's 5.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGGNY Legal & General Group Plc | 8.21% | 9.06% | 7.33% | 7.95% | 5.97% | 6.02% | 5.27% | 7.18% | 4.88% | 6.13% | 4.43% | 4.21% |
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
LGGNY vs. BEN - Drawdown Comparison
The maximum LGGNY drawdown since its inception was -89.12%, which is greater than BEN's maximum drawdown of -72.80%. Use the drawdown chart below to compare losses from any high point for LGGNY and BEN.
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Volatility
LGGNY vs. BEN - Volatility Comparison
The current volatility for Legal & General Group Plc (LGGNY) is 4.02%, while Franklin Resources, Inc. (BEN) has a volatility of 9.57%. This indicates that LGGNY 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
LGGNY vs. BEN - Financials Comparison
This section allows you to compare key financial metrics between Legal & General Group Plc 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