BEN vs ZBH
Comparison between Franklin Resources Inc (BEN, Company) and Zimmer Biomet Holdings Inc (ZBH, Company).
BEN is from the Financial Services sector, while ZBH is from the Healthcare sector.
5-Year PerformanceBEN has outperformed ZBH, delivering a return of +3.1% compared to -12.5%
BEN vs ZBH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BEN vs ZBH - Historical Returns
Returns include dividend reinvestment.
BEN vs ZBH - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BEN | ZBH |
|---|---|---|
| 2026 | +32.24% | -8.30% |
| 2025 | +25.62% | -13.07% |
| 2024 | -26.74% | -12.24% |
| 2023 | +13.72% | -3.65% |
| 2022 | -17.27% | +2.54% |
| 2021 | +42.64% | -16.52% |
| 2020 | +2.85% | +4.09% |
| 2019 | -9.88% | +47.42% |
| 2018 | -23.15% | -15.68% |
| 2017 | +9.20% | +17.71% |
| 2016 | +11.67% | +2.23% |
| 2015 | -32.65% | -8.12% |
| 2014 | -0.61% | +24.01% |
| 2013 | +34.34% | +39.03% |
| 2012 | +31.10% | +24.96% |
| 2011 | -12.47% | -2.82% |
| 2010 | +3.87% | -10.56% |
| 2009 | +64.51% | +41.55% |
| 2008 | -43.34% | -39.03% |
| 2007 | +1.46% | -14.20% |
| 2006 | +15.47% | +14.46% |
| 2005 | +39.98% | -15.04% |
| 2004 | +34.28% | +14.46% |
| 2003 | +48.70% | +74.69% |
| 2002 | -2.38% | +37.35% |
| 2001 | -5.29% | +2.62% |
| 2000 | +21.06% | N/A |
| 1999 | -6.22% | N/A |
BEN vs ZBH Drawdown Comparison
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for ZBH was -65.03%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.
The current BEN drawdown is -11.07%. The current ZBH drawdown is -50.49%.
| Rank | BEN | ZBH |
|---|---|---|
| #1 | -72.80% Jul 17, 2007 - Jul 7, 2011 | -65.03% Apr 26, 2007 - Nov 14, 2013 |
| #2 | -67.78% Dec 8, 2014 - Mar 23, 2020 | -51.85% Apr 29, 2021 - Apr 29, 2026 |
| #3 | -40.33% Feb 1, 2001 - Oct 13, 2003 | -49.73% Feb 14, 2020 - Jan 6, 2021 |
| #4 | -34.57% Jan 25, 2000 - Sep 1, 2000 | -40.49% Jul 7, 2004 - Apr 17, 2007 |
| #5 | -33.99% Jul 7, 2011 - Oct 17, 2012 | -26.23% Aug 9, 2016 - Jul 14, 2017 |
| #6 | -23.91% Oct 2, 2000 - Jan 29, 2001 | -26.04% Sep 28, 2018 - Jul 26, 2019 |
| #7 | -21.44% Feb 27, 2006 - Sep 12, 2006 | -24.07% Feb 24, 2015 - May 24, 2016 |
| #8 | -20.86% Jan 26, 2004 - Oct 28, 2004 | -20.18% Jul 17, 2017 - Sep 28, 2018 |
| #9 | -20.23% May 17, 2013 - Dec 18, 2013 | -19.22% Mar 4, 2002 - Jul 30, 2002 |
| #10 | -14.20% Jan 17, 2014 - Dec 5, 2014 | -16.43% Aug 7, 2001 - Oct 16, 2001 |
| #11 | -12.03% Nov 1, 1999 - Jan 20, 2000 | -14.52% Mar 21, 2003 - Aug 6, 2003 |
| #12 | -11.40% Feb 15, 2007 - Apr 10, 2007 | -12.07% Nov 7, 2002 - Feb 18, 2003 |
| #13 | -11.07% Nov 12, 2003 - Dec 11, 2003 | -10.91% Jun 6, 2014 - Oct 28, 2014 |
| #14 | -9.34% Mar 7, 2005 - May 18, 2005 | -10.74% Mar 8, 2004 - Apr 16, 2004 |
| #15 | -8.85% Oct 31, 2006 - Dec 14, 2006 | -10.05% Dec 6, 2001 - Jan 30, 2002 |
Correlation
Correlation between BEN and ZBH is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
BEN vs ZBH dividend yield comparison.
| Year | BEN | ZBH |
|---|---|---|
| 2026 | 1.06% | 0.29% |
| 2025 | 5.40% | 1.07% |
| 2024 | 7.69% | 0.91% |
| 2023 | 3.02% | 0.79% |
| 2022 | 4.44% | 0.75% |
| 2021 | 3.37% | 0.76% |
| 2020 | 4.36% | 0.62% |
| 2019 | 4.04% | 0.64% |
| 2018 | 13.32% | 0.93% |
| 2017 | 1.92% | 0.80% |
| 2016 | 1.87% | 0.93% |
| 2015 | 1.71% | 0.86% |
| 2014 | 1.82% | 0.78% |
| 2013 | 0.72% | 0.86% |
| 2012 | 3.26% | 1.08% |
| 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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