TROW vs. BEN
Compare and contrast key facts about T. Rowe Price Group, Inc. (TROW) and Franklin Resources, Inc. (BEN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TROW or BEN.
Correlation
The correlation between TROW and BEN 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
TROW vs. BEN - Performance Comparison
Key characteristics
TROW:
0.31
BEN:
-0.57
TROW:
0.58
BEN:
-0.62
TROW:
1.07
BEN:
0.92
TROW:
0.14
BEN:
-0.35
TROW:
0.96
BEN:
-0.87
TROW:
7.19%
BEN:
20.07%
TROW:
22.29%
BEN:
30.53%
TROW:
-67.43%
BEN:
-72.80%
TROW:
-44.91%
BEN:
-45.22%
Fundamentals
TROW:
$23.91B
BEN:
$10.79B
TROW:
$9.14
BEN:
$0.65
TROW:
11.73
BEN:
31.58
TROW:
2.38
BEN:
1.55
TROW:
$7.09B
BEN:
$8.70B
TROW:
$3.69B
BEN:
$5.82B
TROW:
$2.83B
BEN:
$1.46B
Returns By Period
In the year-to-date period, TROW achieves a -5.23% return, which is significantly lower than BEN's 1.18% return. Over the past 10 years, TROW has outperformed BEN with an annualized return of 6.31%, while BEN has yielded a comparatively lower -5.18% annualized return.
TROW
-5.23%
-5.34%
0.15%
2.82%
-1.24%
6.31%
BEN
1.18%
4.96%
-6.87%
-20.38%
0.50%
-5.18%
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
TROW vs. BEN — Risk-Adjusted Performance Rank
TROW
BEN
TROW vs. BEN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Group, Inc. (TROW) 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.
Dividends
TROW vs. BEN - Dividend Comparison
TROW's dividend yield for the trailing twelve months is around 4.63%, less than BEN's 6.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROW T. Rowe Price Group, Inc. | 4.63% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% | 2.05% |
BEN Franklin Resources, Inc. | 6.09% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% |
Drawdowns
TROW vs. BEN - Drawdown Comparison
The maximum TROW drawdown since its inception was -67.43%, smaller than the maximum BEN drawdown of -72.80%. Use the drawdown chart below to compare losses from any high point for TROW and BEN. For additional features, visit the drawdowns tool.
Volatility
TROW vs. BEN - Volatility Comparison
The current volatility for T. Rowe Price Group, Inc. (TROW) is 6.07%, while Franklin Resources, Inc. (BEN) has a volatility of 12.96%. This indicates that TROW 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.
Financials
TROW vs. BEN - Financials Comparison
This section allows you to compare key financial metrics between T. Rowe Price Group, Inc. 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