BEN vs WY
Comparison between Franklin Resources Inc (BEN, Company) and Weyerhaeuser Company (WY, Company).
BEN is from the Financial Services sector, while WY is from the Real Estate sector.
5-Year PerformanceBEN has outperformed WY, delivering a return of +4.0% compared to -5.5%
BEN vs WY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BEN vs WY - Historical Returns
Returns include dividend reinvestment.
BEN vs WY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BEN | WY |
|---|---|---|
| 2026 | +36.18% | -3.07% |
| 2025 | +25.62% | -12.58% |
| 2024 | -26.74% | -16.68% |
| 2023 | +13.72% | +18.64% |
| 2022 | -17.27% | -19.15% |
| 2021 | +42.64% | +29.69% |
| 2020 | +2.85% | +16.19% |
| 2019 | -9.88% | +47.82% |
| 2018 | -23.15% | -35.54% |
| 2017 | +9.20% | +20.48% |
| 2016 | +11.67% | +5.11% |
| 2015 | -32.65% | -13.65% |
| 2014 | -0.61% | +18.48% |
| 2013 | +34.34% | +11.29% |
| 2012 | +31.10% | +49.62% |
| 2011 | -12.47% | -2.64% |
| 2010 | +3.87% | +14.46% |
| 2009 | +64.51% | +37.75% |
| 2008 | -43.34% | -55.10% |
| 2007 | +1.46% | +5.08% |
| 2006 | +15.47% | +9.71% |
| 2005 | +39.98% | +1.94% |
| 2004 | +34.28% | +7.53% |
| 2003 | +48.70% | +29.20% |
| 2002 | -2.38% | -5.57% |
| 2001 | -5.29% | +11.11% |
| 2000 | +21.06% | -25.51% |
| 1999 | -6.22% | +15.13% |
BEN vs WY Drawdown Comparison
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for WY was -75.65%, occurring on Mar 6, 2009. Recovery took 1418 trading sessions.
The current BEN drawdown is -8.42%. The current WY drawdown is -37.85%.
| Rank | BEN | WY |
|---|---|---|
| #1 | -72.80% Jul 17, 2007 - Jul 7, 2011 | -75.65% Mar 6, 2007 - Oct 17, 2012 |
| #2 | -67.78% Dec 8, 2014 - Mar 23, 2020 | -61.68% Jun 12, 2018 - Feb 8, 2021 |
| #3 | -40.33% Feb 1, 2001 - Oct 13, 2003 | -49.69% Jan 6, 2000 - Jan 21, 2004 |
| #4 | -34.57% Jan 25, 2000 - Sep 1, 2000 | -43.02% May 4, 2022 - Nov 19, 2025 |
| #5 | -33.99% Jul 7, 2011 - Oct 17, 2012 | -37.01% Jan 13, 2015 - Feb 21, 2017 |
| #6 | -23.91% Oct 2, 2000 - Jan 29, 2001 | -25.76% Apr 24, 2006 - Jan 19, 2007 |
| #7 | -21.44% Feb 27, 2006 - Sep 12, 2006 | -18.84% May 10, 2021 - Dec 9, 2021 |
| #8 | -20.86% Jan 26, 2004 - Oct 28, 2004 | -18.25% May 21, 2013 - Jun 24, 2014 |
| #9 | -20.23% May 17, 2013 - Dec 18, 2013 | -16.81% Apr 22, 2004 - Nov 11, 2004 |
| #10 | -14.20% Jan 17, 2014 - Dec 5, 2014 | -13.28% Apr 7, 2005 - Jan 30, 2006 |
| #11 | -12.03% Nov 1, 1999 - Jan 20, 2000 | -11.65% Oct 18, 2012 - Dec 18, 2012 |
| #12 | -11.40% Feb 15, 2007 - Apr 10, 2007 | -11.23% Jan 26, 2018 - Jun 1, 2018 |
| #13 | -11.07% Nov 12, 2003 - Dec 11, 2003 | -10.00% Apr 17, 2017 - Oct 4, 2017 |
| #14 | -9.34% Mar 7, 2005 - May 18, 2005 | -9.54% Jan 21, 2004 - Mar 1, 2004 |
| #15 | -8.85% Oct 31, 2006 - Dec 14, 2006 | -9.18% Feb 9, 2022 - Apr 19, 2022 |
Correlation
Correlation between BEN and WY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
BEN vs WY dividend yield comparison.
| Year | BEN | WY |
|---|---|---|
| 2026 | 1.03% | 0.92% |
| 2025 | 5.40% | 3.55% |
| 2024 | 7.69% | 3.34% |
| 2023 | 3.02% | 4.77% |
| 2022 | 4.44% | 7.00% |
| 2021 | 3.37% | 2.87% |
| 2020 | 4.36% | 1.52% |
| 2019 | 4.04% | 4.50% |
| 2018 | 13.32% | 6.04% |
| 2017 | 1.92% | 3.55% |
| 2016 | 1.87% | 4.12% |
| 2015 | 1.71% | 4.00% |
| 2014 | 1.82% | 2.84% |
| 2013 | 0.72% | 2.57% |
| 2012 | 3.26% | 2.23% |
| 2011 | 3.14% | 3.21% |
| 2010 | 0.82% | 140.85% |
| 2009 | 3.65% | 1.39% |
| 2008 | 1.27% | 7.84% |
| 2007 | 0.57% | 3.25% |
| 2006 | 0.46% | 3.11% |
| 2005 | 2.57% | 2.86% |
| 2004 | 0.51% | 2.38% |
| 2003 | 0.60% | 2.50% |
| 2002 | 0.84% | 3.25% |
| 2001 | 0.75% | 2.96% |
| 2000 | 0.64% | 1.76% |
| 1999 | 0.19% | 0.00% |
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