BEN vs WPC
Comparison between Franklin Resources Inc (BEN, Company) and W. P. Carey Inc (WPC, Company).
BEN is from the Financial Services sector, while WPC is from the Real Estate sector.
5-Year PerformanceWPC has outperformed BEN, delivering a return of +6.8% compared to +4.0%
BEN vs WPC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BEN vs WPC - Historical Returns
Returns include dividend reinvestment.
BEN vs WPC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BEN | WPC |
|---|---|---|
| 2026 | +36.18% | +15.50% |
| 2025 | +25.62% | +25.36% |
| 2024 | -26.74% | -12.02% |
| 2023 | +13.72% | -8.21% |
| 2022 | -17.27% | +1.52% |
| 2021 | +42.64% | +27.54% |
| 2020 | +2.85% | -4.80% |
| 2019 | -9.88% | +31.21% |
| 2018 | -23.15% | +1.77% |
| 2017 | +9.20% | +23.58% |
| 2016 | +11.67% | +6.61% |
| 2015 | -32.65% | -11.24% |
| 2014 | -0.61% | +21.95% |
| 2013 | +34.34% | +22.94% |
| 2012 | +31.10% | +31.67% |
| 2011 | -12.47% | +39.71% |
| 2010 | +3.87% | +21.00% |
| 2009 | +64.51% | +29.17% |
| 2008 | -43.34% | -23.23% |
| 2007 | +1.46% | +16.43% |
| 2006 | +15.47% | +24.81% |
| 2005 | +39.98% | -22.73% |
| 2004 | +34.28% | +22.91% |
| 2003 | +48.70% | +30.36% |
| 2002 | -2.38% | +15.94% |
| 2001 | -5.29% | +37.80% |
| 2000 | +21.06% | +20.79% |
| 1999 | -6.22% | +2.59% |
BEN vs WPC Drawdown Comparison
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.
The current BEN drawdown is -8.42%. The current WPC drawdown is -1.11%.
| Rank | BEN | WPC |
|---|---|---|
| #1 | -72.80% Jul 17, 2007 - Jul 7, 2011 | -52.45% Oct 18, 2019 - Dec 29, 2021 |
| #2 | -67.78% Dec 8, 2014 - Mar 23, 2020 | -48.69% Dec 10, 2007 - Mar 30, 2010 |
| #3 | -40.33% Feb 1, 2001 - Oct 13, 2003 | -36.81% Jul 29, 2022 - Jan 16, 2026 |
| #4 | -34.57% Jan 25, 2000 - Sep 1, 2000 | -29.35% Feb 17, 2005 - Jan 11, 2007 |
| #5 | -33.99% Jul 7, 2011 - Oct 17, 2012 | -24.95% Jan 26, 2015 - Jun 21, 2016 |
| #6 | -23.91% Oct 2, 2000 - Jan 29, 2001 | -23.27% May 20, 2013 - Dec 22, 2014 |
| #7 | -21.44% Feb 27, 2006 - Sep 12, 2006 | -21.73% Aug 1, 2016 - Jul 27, 2017 |
| #8 | -20.86% Jan 26, 2004 - Oct 28, 2004 | -21.29% Jul 21, 2011 - Dec 7, 2011 |
| #9 | -20.23% May 17, 2013 - Dec 18, 2013 | -20.87% Oct 14, 2003 - Oct 18, 2004 |
| #10 | -14.20% Jan 17, 2014 - Dec 5, 2014 | -15.71% Nov 21, 2017 - Oct 25, 2018 |
| #11 | -12.03% Nov 1, 1999 - Jan 20, 2000 | -15.05% May 9, 2007 - Oct 30, 2007 |
| #12 | -11.40% Feb 15, 2007 - Apr 10, 2007 | -14.04% Oct 31, 2012 - Jan 22, 2013 |
| #13 | -11.07% Nov 12, 2003 - Dec 11, 2003 | -13.39% Jun 15, 2001 - Aug 1, 2001 |
| #14 | -9.34% Mar 7, 2005 - May 18, 2005 | -13.19% Jul 29, 2003 - Oct 7, 2003 |
| #15 | -8.85% Oct 31, 2006 - Dec 14, 2006 | -12.50% Mar 23, 2012 - Sep 14, 2012 |
Correlation
Correlation between BEN and WPC is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
BEN vs WPC dividend yield comparison.
| Year | BEN | WPC |
|---|---|---|
| 2026 | 1.03% | 1.26% |
| 2025 | 5.40% | 5.62% |
| 2024 | 7.69% | 6.41% |
| 2023 | 3.02% | 7.93% |
| 2022 | 4.44% | 5.43% |
| 2021 | 3.37% | 5.12% |
| 2020 | 4.36% | 5.91% |
| 2019 | 4.04% | 5.17% |
| 2018 | 13.32% | 6.26% |
| 2017 | 1.92% | 7.26% |
| 2016 | 1.87% | 6.65% |
| 2015 | 1.71% | 6.49% |
| 2014 | 1.82% | 5.26% |
| 2013 | 0.72% | 5.70% |
| 2012 | 3.26% | 4.68% |
| 2011 | 3.14% | 5.34% |
| 2010 | 0.82% | 6.48% |
| 2009 | 3.65% | 8.29% |
| 2008 | 1.27% | 8.34% |
| 2007 | 0.57% | 6.47% |
| 2006 | 0.46% | 6.05% |
| 2005 | 2.57% | 7.05% |
| 2004 | 0.51% | 4.99% |
| 2003 | 0.60% | 5.68% |
| 2002 | 0.84% | 6.94% |
| 2001 | 0.75% | 7.33% |
| 2000 | 0.64% | 9.28% |
| 1999 | 0.19% | 2.49% |
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