IEX vs BEN
Comparison between Idex Corporation (IEX, Company) and Franklin Resources Inc (BEN, Company).
IEX is from the Industrials sector, while BEN is from the Financial Services sector.
5-Year PerformanceBEN has outperformed IEX, delivering a return of +3.1% compared to +0.4%
IEX vs BEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IEX vs BEN - Historical Returns
Returns include dividend reinvestment.
IEX vs BEN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IEX | BEN |
|---|---|---|
| 2026 | +21.68% | +32.24% |
| 2025 | -12.32% | +25.62% |
| 2024 | -1.43% | -26.74% |
| 2023 | -4.28% | +13.72% |
| 2022 | +0.16% | -17.27% |
| 2021 | +22.20% | +42.64% |
| 2020 | +16.32% | +2.85% |
| 2019 | +39.28% | -9.88% |
| 2018 | -2.95% | -23.15% |
| 2017 | +46.63% | +9.20% |
| 2016 | +20.89% | +11.67% |
| 2015 | -0.00% | -32.65% |
| 2014 | +8.76% | -0.61% |
| 2013 | +56.60% | +34.34% |
| 2012 | +27.22% | +31.10% |
| 2011 | -5.04% | -12.47% |
| 2010 | +25.74% | +3.87% |
| 2009 | +22.23% | +64.51% |
| 2008 | -31.02% | -43.34% |
| 2007 | +15.92% | +1.46% |
| 2006 | +15.91% | +15.47% |
| 2005 | +5.67% | +39.98% |
| 2004 | +48.84% | +34.28% |
| 2003 | +25.27% | +48.70% |
| 2002 | -2.58% | -2.38% |
| 2001 | +11.55% | -5.29% |
| 2000 | +11.85% | +21.06% |
| 1999 | +22.45% | -6.22% |
IEX vs BEN Drawdown Comparison
The maximum drawdown for IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 837 trading sessions.
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The current IEX drawdown is -9.15%. The current BEN drawdown is -11.07%.
| Rank | IEX | BEN |
|---|---|---|
| #1 | -58.66% Aug 9, 2007 - Dec 3, 2010 | -72.80% Jul 17, 2007 - Jul 7, 2011 |
| #2 | -36.46% Apr 26, 2011 - Dec 10, 2012 | -67.78% Dec 8, 2014 - Mar 23, 2020 |
| #3 | -35.52% Feb 12, 2020 - Aug 12, 2020 | -40.33% Feb 1, 2001 - Oct 13, 2003 |
| #4 | -34.60% Mar 21, 2024 - Aug 11, 2025 | -34.57% Jan 25, 2000 - Sep 1, 2000 |
| #5 | -33.79% Apr 10, 2002 - Aug 19, 2003 | -33.99% Jul 7, 2011 - Oct 17, 2012 |
| #6 | -30.94% Sep 5, 2001 - Feb 15, 2002 | -23.91% Oct 2, 2000 - Jan 29, 2001 |
| #7 | -27.33% Dec 16, 2021 - Nov 30, 2022 | -21.44% Feb 27, 2006 - Sep 12, 2006 |
| #8 | -26.51% Jan 20, 2000 - Apr 28, 2000 | -20.86% Jan 26, 2004 - Oct 28, 2004 |
| #9 | -26.45% Jun 2, 2000 - Dec 5, 2000 | -20.23% May 17, 2013 - Dec 18, 2013 |
| #10 | -24.08% Sep 20, 2018 - Apr 1, 2019 | -14.20% Jan 17, 2014 - Dec 5, 2014 |
| #11 | -23.44% Dec 5, 2000 - Aug 23, 2001 | -12.03% Nov 1, 1999 - Jan 20, 2000 |
| #12 | -23.08% May 9, 2006 - Feb 26, 2007 | -11.40% Feb 15, 2007 - Apr 10, 2007 |
| #13 | -21.83% Dec 13, 2022 - Mar 1, 2024 | -11.07% Nov 12, 2003 - Dec 11, 2003 |
| #14 | -18.28% Jul 3, 2014 - Mar 16, 2016 | -9.34% Mar 7, 2005 - May 18, 2005 |
| #15 | -14.10% Jun 30, 2004 - Sep 16, 2004 | -8.85% Oct 31, 2006 - Dec 14, 2006 |
Correlation
Correlation between IEX and BEN is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
IEX vs BEN dividend yield comparison.
| Year | IEX | BEN |
|---|---|---|
| 2026 | 0.33% | 1.06% |
| 2025 | 1.58% | 5.40% |
| 2024 | 1.29% | 7.69% |
| 2023 | 1.16% | 3.02% |
| 2022 | 1.02% | 4.44% |
| 2021 | 0.90% | 3.37% |
| 2020 | 1.00% | 4.36% |
| 2019 | 1.12% | 4.04% |
| 2018 | 1.31% | 13.32% |
| 2017 | 1.10% | 1.92% |
| 2016 | 1.49% | 1.87% |
| 2015 | 1.62% | 1.71% |
| 2014 | 1.37% | 1.82% |
| 2013 | 1.21% | 0.72% |
| 2012 | 1.65% | 3.26% |
| 2011 | 1.78% | 3.14% |
| 2010 | 1.46% | 0.82% |
| 2009 | 1.54% | 3.65% |
| 2008 | 1.99% | 1.27% |
| 2007 | 1.27% | 0.57% |
| 2006 | 1.20% | 0.46% |
| 2005 | 1.17% | 2.57% |
| 2004 | 1.05% | 0.51% |
| 2003 | 1.35% | 0.60% |
| 2002 | 1.71% | 0.84% |
| 2001 | 1.62% | 0.75% |
| 2000 | 1.69% | 0.64% |
| 1999 | 0.00% | 0.19% |
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