BR vs BEN
Comparison between Broadridge Financial Solutions Inc (BR, Company) and Franklin Resources Inc (BEN, Company).
BR is from the Technology sector, while BEN is from the Financial Services sector.
5-Year PerformanceBEN has outperformed BR, delivering a return of +4.0% compared to +0.4%
BR vs BEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BR vs BEN - Historical Returns
Returns include dividend reinvestment.
BR vs BEN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BR | BEN |
|---|---|---|
| 2026 | -31.28% | +36.18% |
| 2025 | -0.07% | +25.62% |
| 2024 | +14.93% | -26.74% |
| 2023 | +55.72% | +13.72% |
| 2022 | -24.48% | -17.27% |
| 2021 | +22.48% | +42.64% |
| 2020 | +26.05% | +2.85% |
| 2019 | +32.19% | -9.88% |
| 2018 | +7.61% | -23.15% |
| 2017 | +39.87% | +9.20% |
| 2016 | +29.09% | +11.67% |
| 2015 | +20.42% | -32.65% |
| 2014 | +20.28% | -0.61% |
| 2013 | +72.04% | +34.34% |
| 2012 | +3.94% | +31.10% |
| 2011 | +4.17% | -12.47% |
| 2010 | -0.71% | +3.87% |
| 2009 | +62.06% | +64.51% |
| 2008 | -42.76% | -43.34% |
| 2007 | +16.00% | +1.46% |
| 2006 | N/A | +15.47% |
| 2005 | N/A | +39.98% |
| 2004 | N/A | +34.28% |
| 2003 | N/A | +48.70% |
| 2002 | N/A | -2.38% |
| 2001 | N/A | -5.29% |
| 2000 | N/A | +21.06% |
| 1999 | N/A | -6.22% |
BR vs BEN Drawdown Comparison
The maximum drawdown for BR was -59.02%, occurring on Nov 20, 2008. Recovery took 592 trading sessions.
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The current BR drawdown is -42.77%. The current BEN drawdown is -8.42%.
| Rank | BR | BEN |
|---|---|---|
| #1 | -59.02% Dec 13, 2007 - Apr 22, 2010 | -72.80% Jul 17, 2007 - Jul 7, 2011 |
| #2 | -45.55% Aug 6, 2025 - May 14, 2026 | -67.78% Dec 8, 2014 - Mar 23, 2020 |
| #3 | -36.87% Sep 14, 2018 - Jul 27, 2020 | -40.33% Feb 1, 2001 - Oct 13, 2003 |
| #4 | -27.01% Dec 27, 2021 - Aug 12, 2022 | -34.57% Jan 25, 2000 - Sep 1, 2000 |
| #5 | -26.85% Aug 12, 2022 - Aug 11, 2023 | -33.99% Jul 7, 2011 - Oct 17, 2012 |
| #6 | -23.75% May 11, 2007 - Nov 8, 2007 | -23.91% Oct 2, 2000 - Jan 29, 2001 |
| #7 | -22.38% May 3, 2010 - Apr 27, 2011 | -21.44% Feb 27, 2006 - Sep 12, 2006 |
| #8 | -21.89% Jul 7, 2011 - Feb 1, 2012 | -20.86% Jan 26, 2004 - Oct 28, 2004 |
| #9 | -18.05% Feb 27, 2012 - Mar 14, 2013 | -20.23% May 17, 2013 - Dec 18, 2013 |
| #10 | -16.66% Oct 28, 2015 - Mar 31, 2016 | -14.20% Jan 17, 2014 - Dec 5, 2014 |
| #11 | -14.79% Sep 7, 2016 - May 10, 2017 | -12.03% Nov 1, 1999 - Jan 20, 2000 |
| #12 | -11.79% Apr 2, 2025 - Jul 24, 2025 | -11.40% Feb 15, 2007 - Apr 10, 2007 |
| #13 | -11.67% Dec 24, 2013 - May 13, 2014 | -11.07% Nov 12, 2003 - Dec 11, 2003 |
| #14 | -11.41% Aug 10, 2015 - Oct 2, 2015 | -9.34% Mar 7, 2005 - May 18, 2005 |
| #15 | -11.06% Sep 11, 2023 - Nov 28, 2023 | -8.85% Oct 31, 2006 - Dec 14, 2006 |
Correlation
Correlation between BR and BEN is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
BR vs BEN dividend yield comparison.
| Year | BR | BEN |
|---|---|---|
| 2026 | 0.65% | 1.03% |
| 2025 | 1.66% | 5.40% |
| 2024 | 1.49% | 7.69% |
| 2023 | 1.48% | 3.02% |
| 2022 | 2.04% | 4.44% |
| 2021 | 1.33% | 3.37% |
| 2020 | 1.46% | 4.36% |
| 2019 | 1.66% | 4.04% |
| 2018 | 1.77% | 13.32% |
| 2017 | 1.53% | 1.92% |
| 2016 | 1.90% | 1.87% |
| 2015 | 2.12% | 1.71% |
| 2014 | 2.08% | 1.82% |
| 2013 | 1.97% | 0.72% |
| 2012 | 2.97% | 3.26% |
| 2011 | 2.75% | 3.14% |
| 2010 | 2.64% | 0.82% |
| 2009 | 1.86% | 3.65% |
| 2008 | 2.07% | 1.27% |
| 2007 | 0.80% | 0.57% |
| 2006 | 0.00% | 0.46% |
| 2005 | 0.00% | 2.57% |
| 2004 | 0.00% | 0.51% |
| 2003 | 0.00% | 0.60% |
| 2002 | 0.00% | 0.84% |
| 2001 | 0.00% | 0.75% |
| 2000 | 0.00% | 0.64% |
| 1999 | 0.00% | 0.19% |
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