CG vs BEN
Comparison between Carlyle Group Inc (The) (CG, Company) and Franklin Resources Inc (BEN, Company).
Both CG and BEN are from the Financial Services sector.
5-Year PerformanceCG has outperformed BEN, delivering a return of +4.7% compared to +3.4%
CG vs BEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CG vs BEN - Historical Returns
Returns include dividend reinvestment.
CG vs BEN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CG | BEN |
|---|---|---|
| 2026 | -24.31% | +32.16% |
| 2025 | +19.64% | +25.62% |
| 2024 | +30.29% | -26.74% |
| 2023 | +41.85% | +13.72% |
| 2022 | -43.00% | -17.27% |
| 2021 | +80.37% | +42.64% |
| 2020 | +1.79% | +2.85% |
| 2019 | +113.14% | -9.88% |
| 2018 | -28.47% | -23.15% |
| 2017 | +56.12% | +9.20% |
| 2016 | +9.06% | +11.67% |
| 2015 | -36.43% | -32.65% |
| 2014 | -17.04% | -0.61% |
| 2013 | +41.92% | +34.34% |
| 2012 | +19.31% | +31.10% |
| 2011 | N/A | -12.47% |
| 2010 | N/A | +3.87% |
| 2009 | N/A | +64.51% |
| 2008 | N/A | -43.34% |
| 2007 | N/A | +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% |
CG vs BEN Drawdown Comparison
The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The current CG drawdown is -33.13%. The current BEN drawdown is -11.13%.
| Rank | CG | BEN |
|---|---|---|
| #1 | -62.67% Jan 14, 2014 - Jul 9, 2019 | -72.80% Jul 17, 2007 - Jul 7, 2011 |
| #2 | -56.71% Nov 12, 2021 - Nov 6, 2024 | -67.78% Dec 8, 2014 - Mar 23, 2020 |
| #3 | -50.04% Jan 23, 2020 - Jan 12, 2021 | -40.33% Feb 1, 2001 - Oct 13, 2003 |
| #4 | -38.51% Jan 23, 2025 - Jul 9, 2025 | -34.57% Jan 25, 2000 - Sep 1, 2000 |
| #5 | -33.81% Sep 18, 2025 - Mar 12, 2026 | -33.99% Jul 7, 2011 - Oct 17, 2012 |
| #6 | -33.05% Feb 19, 2013 - Dec 24, 2013 | -23.91% Oct 2, 2000 - Jan 29, 2001 |
| #7 | -13.97% Jul 26, 2019 - Sep 6, 2019 | -21.44% Feb 27, 2006 - Sep 12, 2006 |
| #8 | -10.65% Dec 11, 2024 - Jan 17, 2025 | -20.86% Jan 26, 2004 - Oct 28, 2004 |
| #9 | -9.48% Jul 7, 2021 - Jul 29, 2021 | -20.23% May 17, 2013 - Dec 18, 2013 |
| #10 | -9.11% Sep 25, 2019 - Oct 17, 2019 | -14.20% Jan 17, 2014 - Dec 5, 2014 |
| #11 | -8.85% Sep 17, 2021 - Oct 14, 2021 | -12.03% Nov 1, 1999 - Jan 20, 2000 |
| #12 | -8.76% Jan 20, 2021 - Feb 4, 2021 | -11.40% Feb 15, 2007 - Apr 10, 2007 |
| #13 | -8.75% Sep 17, 2012 - Jan 16, 2013 | -11.07% Nov 12, 2003 - Dec 11, 2003 |
| #14 | -8.66% May 3, 2012 - Jun 28, 2012 | -9.34% Mar 7, 2005 - May 18, 2005 |
| #15 | -7.84% Jul 30, 2021 - Sep 15, 2021 | -8.85% Oct 31, 2006 - Dec 14, 2006 |
Correlation
Correlation between CG and BEN is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
CG vs BEN dividend yield comparison.
| Year | CG | BEN |
|---|---|---|
| 2026 | 1.54% | 1.06% |
| 2025 | 2.37% | 5.40% |
| 2024 | 2.77% | 7.69% |
| 2023 | 3.38% | 3.02% |
| 2022 | 4.11% | 4.44% |
| 2021 | 1.82% | 3.37% |
| 2020 | 3.18% | 4.36% |
| 2019 | 4.24% | 4.04% |
| 2018 | 7.87% | 13.32% |
| 2017 | 5.41% | 1.92% |
| 2016 | 11.02% | 1.87% |
| 2015 | 21.70% | 1.71% |
| 2014 | 6.84% | 1.82% |
| 2013 | 3.73% | 0.72% |
| 2012 | 1.04% | 3.26% |
| 2011 | 0.00% | 3.14% |
| 2010 | 0.00% | 0.82% |
| 2009 | 0.00% | 3.65% |
| 2008 | 0.00% | 1.27% |
| 2007 | 0.00% | 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks