BEN vs CX
Comparison between Franklin Resources Inc (BEN, Company) and Cemex S.A.B. De C.V. (CX, Company).
BEN is from the Financial Services sector, while CX is from the Basic Materials sector.
5-Year PerformanceCX has outperformed BEN, delivering a return of +7.9% compared to +6.6%
BEN vs CX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BEN vs CX - Historical Returns
Returns include dividend reinvestment.
BEN vs CX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BEN | CX |
|---|---|---|
| 2026 | +46.29% | -1.88% |
| 2025 | +25.62% | +104.18% |
| 2024 | -26.74% | -25.13% |
| 2023 | +13.72% | +88.11% |
| 2022 | -17.27% | -39.37% |
| 2021 | +42.64% | +31.40% |
| 2020 | +2.85% | +34.64% |
| 2019 | -9.88% | -22.00% |
| 2018 | -23.15% | -37.73% |
| 2017 | +9.20% | -1.27% |
| 2016 | +11.67% | +59.68% |
| 2015 | -32.65% | -41.25% |
| 2014 | -0.61% | -4.16% |
| 2013 | +34.34% | +23.75% |
| 2012 | +31.10% | +90.63% |
| 2011 | -12.47% | -46.86% |
| 2010 | +3.87% | -5.97% |
| 2009 | +64.51% | +27.97% |
| 2008 | -43.34% | -63.68% |
| 2007 | +1.46% | -22.35% |
| 2006 | +15.47% | +11.45% |
| 2005 | +39.98% | +69.01% |
| 2004 | +34.28% | +42.92% |
| 2003 | +48.70% | +23.50% |
| 2002 | -2.38% | -12.01% |
| 2001 | -5.29% | +42.94% |
| 2000 | +21.06% | -34.04% |
| 1999 | -6.22% | +21.85% |
BEN vs CX Drawdown Comparison
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for CX was -92.41%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current BEN drawdown is -4.95%. The current CX drawdown is -46.02%.
| Rank | BEN | CX |
|---|---|---|
| #1 | -72.80% Jul 17, 2007 - Jul 7, 2011 | -92.41% Jun 15, 2007 - Mar 23, 2020 |
| #2 | -67.78% Dec 8, 2014 - Aug 3, 2026 | -48.40% May 17, 2002 - Apr 2, 2004 |
| #3 | -40.33% Feb 1, 2001 - Oct 13, 2003 | -36.55% Dec 30, 1999 - May 23, 2001 |
| #4 | -34.57% Jan 25, 2000 - Sep 1, 2000 | -33.50% May 8, 2006 - Jan 24, 2007 |
| #5 | -33.99% Jul 7, 2011 - Oct 17, 2012 | -28.80% Jul 27, 2001 - Mar 8, 2002 |
| #6 | -23.91% Oct 2, 2000 - Jan 29, 2001 | -18.76% Mar 7, 2005 - Jun 14, 2005 |
| #7 | -21.44% Feb 27, 2006 - Sep 12, 2006 | -14.77% Feb 21, 2007 - May 30, 2007 |
| #8 | -20.86% Jan 26, 2004 - Oct 28, 2004 | -14.60% Feb 1, 2006 - Apr 4, 2006 |
| #9 | -20.23% May 17, 2013 - Dec 18, 2013 | -12.32% Apr 23, 2004 - Jun 7, 2004 |
| #10 | -14.20% Jan 17, 2014 - Dec 5, 2014 | -12.12% Sep 21, 2004 - Nov 17, 2004 |
| #11 | -12.03% Nov 1, 1999 - Jan 20, 2000 | -10.56% Sep 6, 2005 - Nov 2, 2005 |
| #12 | -11.40% Feb 15, 2007 - Apr 10, 2007 | -9.47% May 23, 2001 - Jul 2, 2001 |
| #13 | -11.07% Nov 12, 2003 - Dec 11, 2003 | -9.39% Jun 21, 2004 - Sep 14, 2004 |
| #14 | -9.34% Mar 7, 2005 - May 18, 2005 | -9.29% Nov 11, 1999 - Dec 3, 1999 |
| #15 | -8.85% Oct 31, 2006 - Dec 14, 2006 | -7.94% Aug 11, 2005 - Sep 1, 2005 |
Correlation
Correlation between BEN and CX is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
BEN vs CX dividend yield comparison.
| Year | BEN | CX |
|---|---|---|
| 2026 | 1.94% | 0.48% |
| 2025 | 5.40% | 0.77% |
| 2024 | 7.69% | 1.10% |
| 2023 | 3.02% | 0.00% |
| 2022 | 4.44% | 0.00% |
| 2021 | 3.37% | 0.00% |
| 2020 | 4.36% | 0.00% |
| 2019 | 4.04% | 2.63% |
| 2018 | 13.32% | 0.00% |
| 2017 | 1.92% | 0.00% |
| 2016 | 1.87% | 0.00% |
| 2015 | 1.71% | 0.00% |
| 2014 | 1.82% | 4.87% |
| 2013 | 0.72% | 3.77% |
| 2012 | 3.26% | 3.17% |
| 2011 | 3.14% | 6.54% |
| 2010 | 0.82% | 4.06% |
| 2009 | 3.65% | 3.30% |
| 2008 | 1.27% | 9.14% |
| 2007 | 0.57% | 2.88% |
| 2006 | 0.46% | 1.96% |
| 2005 | 2.57% | 2.02% |
| 2004 | 0.51% | 2.80% |
| 2003 | 0.60% | 3.98% |
| 2002 | 0.84% | 4.76% |
| 2001 | 0.75% | 3.64% |
| 2000 | 0.64% | 0.00% |
| 1999 | 0.19% | 0.00% |
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