BEN vs CG
Comparison between Franklin Resources Inc (BEN, Company) and Carlyle Group Inc (The) (CG, Company).
Both BEN and CG are from the Financial Services sector.
5-Year PerformanceBEN has outperformed CG, delivering a return of +5.7% compared to +3.4%
BEN vs CG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BEN vs CG - Historical Returns
Returns include dividend reinvestment.
BEN vs CG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BEN | CG |
|---|---|---|
| 2026 | +45.69% | -17.90% |
| 2025 | +25.62% | +19.64% |
| 2024 | -26.74% | +30.29% |
| 2023 | +13.72% | +41.85% |
| 2022 | -17.27% | -43.00% |
| 2021 | +42.64% | +80.37% |
| 2020 | +2.85% | +1.79% |
| 2019 | -9.88% | +113.14% |
| 2018 | -23.15% | -28.47% |
| 2017 | +9.20% | +56.12% |
| 2016 | +11.67% | +9.06% |
| 2015 | -32.65% | -36.43% |
| 2014 | -0.61% | -17.04% |
| 2013 | +34.34% | +41.92% |
| 2012 | +31.10% | +19.31% |
| 2011 | -12.47% | N/A |
| 2010 | +3.87% | N/A |
| 2009 | +64.51% | N/A |
| 2008 | -43.34% | N/A |
| 2007 | +1.46% | N/A |
| 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 CG Drawdown Comparison
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.
The current BEN drawdown is -5.34%. The current CG drawdown is -27.47%.
| Rank | BEN | CG |
|---|---|---|
| #1 | -72.80% Jul 17, 2007 - Jul 7, 2011 | -62.67% Jan 14, 2014 - Jul 9, 2019 |
| #2 | -67.78% Dec 8, 2014 - Aug 3, 2026 | -56.71% Nov 12, 2021 - Nov 6, 2024 |
| #3 | -40.33% Feb 1, 2001 - Oct 13, 2003 | -50.04% Jan 23, 2020 - Jan 12, 2021 |
| #4 | -34.57% Jan 25, 2000 - Sep 1, 2000 | -40.36% Sep 18, 2025 - Jun 29, 2026 |
| #5 | -33.99% Jul 7, 2011 - Oct 17, 2012 | -38.51% Jan 23, 2025 - Jul 9, 2025 |
| #6 | -23.91% Oct 2, 2000 - Jan 29, 2001 | -33.05% Feb 19, 2013 - Dec 24, 2013 |
| #7 | -21.44% Feb 27, 2006 - Sep 12, 2006 | -13.97% Jul 26, 2019 - Sep 6, 2019 |
| #8 | -20.86% Jan 26, 2004 - Oct 28, 2004 | -10.65% Dec 11, 2024 - Jan 17, 2025 |
| #9 | -20.23% May 17, 2013 - Dec 18, 2013 | -9.48% Jul 7, 2021 - Jul 29, 2021 |
| #10 | -14.20% Jan 17, 2014 - Dec 5, 2014 | -9.11% Sep 25, 2019 - Oct 17, 2019 |
| #11 | -12.03% Nov 1, 1999 - Jan 20, 2000 | -8.85% Sep 17, 2021 - Oct 14, 2021 |
| #12 | -11.40% Feb 15, 2007 - Apr 10, 2007 | -8.76% Jan 20, 2021 - Feb 4, 2021 |
| #13 | -11.07% Nov 12, 2003 - Dec 11, 2003 | -8.75% Sep 17, 2012 - Jan 16, 2013 |
| #14 | -9.34% Mar 7, 2005 - May 18, 2005 | -8.66% May 3, 2012 - Jun 28, 2012 |
| #15 | -8.85% Oct 31, 2006 - Dec 14, 2006 | -7.84% Jul 30, 2021 - Sep 15, 2021 |
Correlation
Correlation between BEN and CG is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
BEN vs CG dividend yield comparison.
| Year | BEN | CG |
|---|---|---|
| 2026 | 1.95% | 1.42% |
| 2025 | 5.40% | 2.37% |
| 2024 | 7.69% | 2.77% |
| 2023 | 3.02% | 3.38% |
| 2022 | 4.44% | 4.11% |
| 2021 | 3.37% | 1.82% |
| 2020 | 4.36% | 3.18% |
| 2019 | 4.04% | 4.24% |
| 2018 | 13.32% | 7.87% |
| 2017 | 1.92% | 5.41% |
| 2016 | 1.87% | 11.02% |
| 2015 | 1.71% | 21.70% |
| 2014 | 1.82% | 6.84% |
| 2013 | 0.72% | 3.73% |
| 2012 | 3.26% | 1.04% |
| 2011 | 3.14% | 0.00% |
| 2010 | 0.82% | 0.00% |
| 2009 | 3.65% | 0.00% |
| 2008 | 1.27% | 0.00% |
| 2007 | 0.57% | 0.00% |
| 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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