INVH vs BEN
Comparison between Invitation Homes Inc (INVH, Company) and Franklin Resources Inc (BEN, Company).
INVH is from the Real Estate sector, while BEN is from the Financial Services sector.
5-Year PerformanceBEN has outperformed INVH, delivering a return of +5.9% compared to -2.6%
INVH vs BEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
INVH vs BEN - Historical Returns
Returns include dividend reinvestment.
INVH vs BEN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | INVH | BEN |
|---|---|---|
| 2026 | +9.17% | +44.12% |
| 2025 | -8.13% | +25.62% |
| 2024 | -4.58% | -26.74% |
| 2023 | +21.23% | +13.72% |
| 2022 | -32.45% | -17.27% |
| 2021 | +61.66% | +42.64% |
| 2020 | +2.97% | +2.85% |
| 2019 | +55.21% | -9.88% |
| 2018 | -12.80% | -23.15% |
| 2017 | +19.02% | +9.20% |
| 2016 | N/A | +11.67% |
| 2015 | N/A | -32.65% |
| 2014 | N/A | -0.61% |
| 2013 | N/A | +34.34% |
| 2012 | N/A | +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% |
INVH vs BEN Drawdown Comparison
The maximum drawdown for INVH was -50.54%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The current INVH drawdown is -23.62%. The current BEN drawdown is -3.08%.
| Rank | INVH | BEN |
|---|---|---|
| #1 | -50.54% Feb 18, 2020 - Mar 26, 2021 | -72.80% Jul 17, 2007 - Jul 7, 2011 |
| #2 | -38.45% Dec 31, 2021 - Mar 20, 2026 | -67.78% Dec 8, 2014 - Mar 23, 2020 |
| #3 | -18.47% Sep 21, 2018 - Mar 14, 2019 | -40.33% Feb 1, 2001 - Oct 13, 2003 |
| #4 | -14.73% Dec 15, 2017 - Sep 11, 2018 | -34.57% Jan 25, 2000 - Sep 1, 2000 |
| #5 | -9.75% Sep 2, 2021 - Dec 6, 2021 | -33.99% Jul 7, 2011 - Oct 17, 2012 |
| #6 | -7.31% Oct 21, 2019 - Jan 22, 2020 | -23.91% Oct 2, 2000 - Jan 29, 2001 |
| #7 | -5.86% Aug 17, 2017 - Nov 10, 2017 | -21.44% Feb 27, 2006 - Sep 12, 2006 |
| #8 | -5.02% Jun 2, 2017 - Aug 11, 2017 | -20.86% Jan 26, 2004 - Oct 28, 2004 |
| #9 | -4.72% Jun 19, 2019 - Jul 9, 2019 | -20.23% May 17, 2013 - Dec 18, 2013 |
| #10 | -4.63% Sep 3, 2019 - Sep 20, 2019 | -14.20% Jan 17, 2014 - Dec 5, 2014 |
| #11 | -3.99% Jul 27, 2021 - Aug 30, 2021 | -12.03% Nov 1, 1999 - Jan 20, 2000 |
| #12 | -3.83% Nov 10, 2017 - Dec 14, 2017 | -11.40% Feb 15, 2007 - Apr 10, 2007 |
| #13 | -3.81% Apr 15, 2019 - Apr 26, 2019 | -11.07% Nov 12, 2003 - Dec 11, 2003 |
| #14 | -3.79% Jun 10, 2021 - Jul 6, 2021 | -9.34% Mar 7, 2005 - May 18, 2005 |
| #15 | -3.53% Jul 10, 2019 - Aug 16, 2019 | -8.85% Oct 31, 2006 - Dec 14, 2006 |
Correlation
Correlation between INVH and BEN is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
INVH vs BEN dividend yield comparison.
| Year | INVH | BEN |
|---|---|---|
| 2026 | 2.03% | 1.97% |
| 2025 | 4.21% | 5.40% |
| 2024 | 3.53% | 7.69% |
| 2023 | 3.87% | 3.02% |
| 2022 | 2.97% | 4.44% |
| 2021 | 1.50% | 3.37% |
| 2020 | 2.02% | 4.36% |
| 2019 | 1.74% | 4.04% |
| 2018 | 2.19% | 13.32% |
| 2017 | 0.93% | 1.92% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 1.71% |
| 2014 | 0.00% | 1.82% |
| 2013 | 0.00% | 0.72% |
| 2012 | 0.00% | 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% |
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