LGGNY vs. BEN
LGGNY (Legal & General Group Plc) and BEN (Franklin Resources, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, LGGNY returned 12.62%/yr vs 5.42%/yr for BEN. At a 0.36 correlation, their price movements are largely independent.
Performance
LGGNY vs. BEN - Performance Comparison
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Returns By Period
In the year-to-date period, LGGNY achieves a 18.03% return, which is significantly lower than BEN's 46.32% return. Over the past 10 years, LGGNY has outperformed BEN with an annualized return of 12.62%, while BEN has yielded a comparatively lower 5.42% annualized return.
LGGNY
- 1D
- 1.91%
- 1M
- 7.89%
- 6M
- 17.69%
- YTD
- 18.03%
- 1Y
- 25.11%
- 3Y*
- 19.78%
- 5Y*
- 9.86%
- 10Y*
- 12.62%
BEN
- 1D
- 0.15%
- 1M
- 13.44%
- 6M
- 46.87%
- YTD
- 46.32%
- 1Y
- 44.40%
- 3Y*
- 14.23%
- 5Y*
- 6.46%
- 10Y*
- 5.42%
LGGNY vs. BEN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGGNY Legal & General Group Plc | 18.03% | 32.85% | -3.49% | 17.36% | -21.83% | 18.83% | -1.17% | 45.45% | -16.11% | 35.63% |
BEN Franklin Resources, Inc. | 46.32% | 24.76% | -27.21% | 16.96% | -17.52% | 38.88% | 1.46% | -9.29% | -23.34% | 11.58% |
Correlation
The correlation between LGGNY and BEN is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.36 |
Fundamentals
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Return for Risk
LGGNY vs. BEN — Risk / Return Rank
LGGNY
BEN
LGGNY vs. BEN - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LGGNY | BEN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.28 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.35 | -0.76 |
| Martin ratioReturn relative to average drawdown | 4.33 | 5.90 | -1.57 |
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Drawdowns
LGGNY vs. BEN - Drawdown Comparison
The maximum LGGNY drawdown since its inception was -89.75%, 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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Drawdown Indicators
| LGGNY | BEN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.75% | -72.80% | -16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -19.21% | +2.51% |
Max Drawdown (3Y)Largest decline over 3 years | -18.03% | -40.01% | +21.98% |
Max Drawdown (5Y)Largest decline over 5 years | -43.39% | -47.43% | +4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -62.54% | -62.10% | -0.44% |
Current DrawdownCurrent decline from peak | 0.00% | -1.18% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -20.35% | -22.85% | +2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.12% | 7.64% | -1.52% |
Volatility
LGGNY vs. BEN - Volatility Comparison
The current volatility for Legal & General Group Plc (LGGNY) is 5.22%, while Franklin Resources, Inc. (BEN) has a volatility of 9.27%. 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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Volatility by Period
| LGGNY | BEN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 9.27% | -4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 17.31% | 22.11% | -4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 27.66% | -5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.83% | 32.10% | -5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.71% | 32.84% | -0.13% |
Dividends
LGGNY vs. BEN - Dividend Comparison
LGGNY's dividend yield for the trailing twelve months is around 7.34%, more than BEN's 3.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 3.84% | 5.40% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% |
LGGNY Legal & General Group Plc | 7.34% | 7.92% | 9.06% | 7.34% | 7.62% | 5.68% | 5.86% | 4.97% | 6.77% | 8.42% | 12.35% | 4.47% |
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
Frequently Asked Questions
LGGNY and BEN have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEN has higher volatility (9.27%) compared to LGGNY (5.22%). In terms of maximum drawdown, LGGNY dropped -89.75% vs BEN's -72.80%.
BEN currently has the higher Sharpe Ratio (1.63 vs 1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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