BEN vs YUMC
Comparison between Franklin Resources Inc (BEN, Company) and Yum China Holdings Inc (YUMC, Company).
BEN is from the Financial Services sector, while YUMC is from the Consumer Cyclical sector.
5-Year PerformanceBEN has outperformed YUMC, delivering a return of +4.0% compared to -5.3%
BEN vs YUMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BEN vs YUMC - Historical Returns
Returns include dividend reinvestment.
BEN vs YUMC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BEN | YUMC |
|---|---|---|
| 2026 | +36.18% | -5.06% |
| 2025 | +25.62% | +4.62% |
| 2024 | -26.74% | +15.40% |
| 2023 | +13.72% | -24.06% |
| 2022 | -17.27% | +11.44% |
| 2021 | +42.64% | -11.93% |
| 2020 | +2.85% | +16.74% |
| 2019 | -9.88% | +41.93% |
| 2018 | -23.15% | -16.56% |
| 2017 | +9.20% | +52.89% |
| 2016 | +11.67% | +1.83% |
| 2015 | -32.65% | N/A |
| 2014 | -0.61% | N/A |
| 2013 | +34.34% | N/A |
| 2012 | +31.10% | N/A |
| 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 YUMC Drawdown Comparison
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for YUMC was -56.48%, occurring on Jul 25, 2024. This drawdown has not yet recovered.
The current BEN drawdown is -8.42%. The current YUMC drawdown is -29.93%.
| Rank | BEN | YUMC |
|---|---|---|
| #1 | -72.80% Jul 17, 2007 - Jul 7, 2011 | -56.48% Jun 2, 2021 - Jul 25, 2024 |
| #2 | -67.78% Dec 8, 2014 - Mar 23, 2020 | -34.75% Jan 26, 2018 - Apr 30, 2019 |
| #3 | -40.33% Feb 1, 2001 - Oct 13, 2003 | -21.07% Jan 17, 2020 - Apr 29, 2020 |
| #4 | -34.57% Jan 25, 2000 - Sep 1, 2000 | -18.78% Apr 30, 2019 - Sep 12, 2019 |
| #5 | -33.99% Jul 7, 2011 - Oct 17, 2012 | -16.19% Jun 7, 2017 - Oct 9, 2017 |
| #6 | -23.91% Oct 2, 2000 - Jan 29, 2001 | -13.74% Nov 22, 2016 - Apr 6, 2017 |
| #7 | -21.44% Feb 27, 2006 - Sep 12, 2006 | -13.60% Sep 1, 2020 - Nov 11, 2020 |
| #8 | -20.86% Jan 26, 2004 - Oct 28, 2004 | -13.50% Sep 12, 2019 - Dec 16, 2019 |
| #9 | -20.23% May 17, 2013 - Dec 18, 2013 | -12.58% Apr 29, 2020 - Jun 8, 2020 |
| #10 | -14.20% Jan 17, 2014 - Dec 5, 2014 | -9.05% Feb 16, 2021 - May 19, 2021 |
| #11 | -12.03% Nov 1, 1999 - Jan 20, 2000 | -8.20% Jun 8, 2020 - Jul 15, 2020 |
| #12 | -11.40% Feb 15, 2007 - Apr 10, 2007 | -7.78% Oct 9, 2017 - Jan 9, 2018 |
| #13 | -11.07% Nov 12, 2003 - Dec 11, 2003 | -7.27% Nov 24, 2020 - Feb 9, 2021 |
| #14 | -9.34% Mar 7, 2005 - May 18, 2005 | -6.16% Nov 4, 2016 - Nov 18, 2016 |
| #15 | -8.85% Oct 31, 2006 - Dec 14, 2006 | -5.58% Jul 29, 2020 - Aug 6, 2020 |
Correlation
Correlation between BEN and YUMC is -0.08 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
BEN vs YUMC dividend yield comparison.
| Year | BEN | YUMC |
|---|---|---|
| 2026 | 1.03% | 0.64% |
| 2025 | 5.40% | 2.01% |
| 2024 | 7.69% | 1.33% |
| 2023 | 3.02% | 1.23% |
| 2022 | 4.44% | 0.88% |
| 2021 | 3.37% | 0.96% |
| 2020 | 4.36% | 0.42% |
| 2019 | 4.04% | 1.00% |
| 2018 | 13.32% | 1.25% |
| 2017 | 1.92% | 0.25% |
| 2016 | 1.87% | 0.00% |
| 2015 | 1.71% | 0.00% |
| 2014 | 1.82% | 0.00% |
| 2013 | 0.72% | 0.00% |
| 2012 | 3.26% | 0.00% |
| 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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