BEN vs BR
Comparison between Franklin Resources Inc (BEN, Company) and Broadridge Financial Solutions Inc (BR, Company).
BEN is from the Financial Services sector, while BR is from the Technology sector.
5-Year PerformanceBEN has outperformed BR, delivering a return of +4.0% compared to +0.4%
BEN vs BR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BEN vs BR - Historical Returns
Returns include dividend reinvestment.
BEN vs BR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BEN | BR |
|---|---|---|
| 2026 | +36.18% | -31.28% |
| 2025 | +25.62% | -0.07% |
| 2024 | -26.74% | +14.93% |
| 2023 | +13.72% | +55.72% |
| 2022 | -17.27% | -24.48% |
| 2021 | +42.64% | +22.48% |
| 2020 | +2.85% | +26.05% |
| 2019 | -9.88% | +32.19% |
| 2018 | -23.15% | +7.61% |
| 2017 | +9.20% | +39.87% |
| 2016 | +11.67% | +29.09% |
| 2015 | -32.65% | +20.42% |
| 2014 | -0.61% | +20.28% |
| 2013 | +34.34% | +72.04% |
| 2012 | +31.10% | +3.94% |
| 2011 | -12.47% | +4.17% |
| 2010 | +3.87% | -0.71% |
| 2009 | +64.51% | +62.06% |
| 2008 | -43.34% | -42.76% |
| 2007 | +1.46% | +16.00% |
| 2006 | +15.47% | N/A |
| 2005 | +39.98% | N/A |
| 2004 | +34.28% | N/A |
| 2003 | +48.70% | N/A |
| 2002 | -2.38% | N/A |
| 2001 | -5.29% | N/A |
| 2000 | +21.06% | N/A |
| 1999 | -6.22% | N/A |
BEN vs BR Drawdown Comparison
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for BR was -59.02%, occurring on Nov 20, 2008. Recovery took 592 trading sessions.
The current BEN drawdown is -8.42%. The current BR drawdown is -42.77%.
| Rank | BEN | BR |
|---|---|---|
| #1 | -72.80% Jul 17, 2007 - Jul 7, 2011 | -59.02% Dec 13, 2007 - Apr 22, 2010 |
| #2 | -67.78% Dec 8, 2014 - Mar 23, 2020 | -45.55% Aug 6, 2025 - May 14, 2026 |
| #3 | -40.33% Feb 1, 2001 - Oct 13, 2003 | -36.87% Sep 14, 2018 - Jul 27, 2020 |
| #4 | -34.57% Jan 25, 2000 - Sep 1, 2000 | -27.01% Dec 27, 2021 - Aug 12, 2022 |
| #5 | -33.99% Jul 7, 2011 - Oct 17, 2012 | -26.85% Aug 12, 2022 - Aug 11, 2023 |
| #6 | -23.91% Oct 2, 2000 - Jan 29, 2001 | -23.75% May 11, 2007 - Nov 8, 2007 |
| #7 | -21.44% Feb 27, 2006 - Sep 12, 2006 | -22.38% May 3, 2010 - Apr 27, 2011 |
| #8 | -20.86% Jan 26, 2004 - Oct 28, 2004 | -21.89% Jul 7, 2011 - Feb 1, 2012 |
| #9 | -20.23% May 17, 2013 - Dec 18, 2013 | -18.05% Feb 27, 2012 - Mar 14, 2013 |
| #10 | -14.20% Jan 17, 2014 - Dec 5, 2014 | -16.66% Oct 28, 2015 - Mar 31, 2016 |
| #11 | -12.03% Nov 1, 1999 - Jan 20, 2000 | -14.79% Sep 7, 2016 - May 10, 2017 |
| #12 | -11.40% Feb 15, 2007 - Apr 10, 2007 | -11.79% Apr 2, 2025 - Jul 24, 2025 |
| #13 | -11.07% Nov 12, 2003 - Dec 11, 2003 | -11.67% Dec 24, 2013 - May 13, 2014 |
| #14 | -9.34% Mar 7, 2005 - May 18, 2005 | -11.41% Aug 10, 2015 - Oct 2, 2015 |
| #15 | -8.85% Oct 31, 2006 - Dec 14, 2006 | -11.06% Sep 11, 2023 - Nov 28, 2023 |
Correlation
Correlation between BEN and BR is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
BEN vs BR dividend yield comparison.
| Year | BEN | BR |
|---|---|---|
| 2026 | 1.03% | 0.65% |
| 2025 | 5.40% | 1.66% |
| 2024 | 7.69% | 1.49% |
| 2023 | 3.02% | 1.48% |
| 2022 | 4.44% | 2.04% |
| 2021 | 3.37% | 1.33% |
| 2020 | 4.36% | 1.46% |
| 2019 | 4.04% | 1.66% |
| 2018 | 13.32% | 1.77% |
| 2017 | 1.92% | 1.53% |
| 2016 | 1.87% | 1.90% |
| 2015 | 1.71% | 2.12% |
| 2014 | 1.82% | 2.08% |
| 2013 | 0.72% | 1.97% |
| 2012 | 3.26% | 2.97% |
| 2011 | 3.14% | 2.75% |
| 2010 | 0.82% | 2.64% |
| 2009 | 3.65% | 1.86% |
| 2008 | 1.27% | 2.07% |
| 2007 | 0.57% | 0.80% |
| 2006 | 0.46% | 0.00% |
| 2005 | 2.57% | 0.00% |
| 2004 | 0.51% | 0.00% |
| 2003 | 0.60% | 0.00% |
| 2002 | 0.84% | 0.00% |
| 2001 | 0.75% | 0.00% |
| 2000 | 0.64% | 0.00% |
| 1999 | 0.19% | 0.00% |
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