MGRE vs FBRT

Comparison between Affiliated Managers Group Inc (MGRE, Company) and Franklin BSP Realty Trust Inc (FBRT, Company).

MGRE vs FBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGRE(COMPANY)	FBRT(COMPANY)
Market Cap	$643M	$645M
Max Drawdown	15.41%	51.84%
Sharpe Ratio	0.47	-0.69
5Y Beta	0.21	0.60
Industry	N/A	Reit - Mortgage
P/E Ratio	1.41	9.70
Dividend Yield	5.22%	15.10%
5Y EPS CAGR	129.36%	-6.92%
Debt to Equity	94.46%	0.00%
Free Cash Flow Yield	N/A	18.87%
P/S Ratio	N/A	2.25
P/B Ratio	N/A	0.57

Market Cap

MGRE

$643M

Winner

FBRT

$645M

Max Drawdown

Winner

MGRE

15.41%

FBRT

51.84%

Sharpe Ratio

Winner

MGRE

0.47

FBRT

-0.69

5Y Beta

Winner

MGRE

0.21

FBRT

0.60

Industry

MGRE

N/A

FBRT

Reit - Mortgage

P/E Ratio

Winner

MGRE

1.41

FBRT

9.70

Dividend Yield

MGRE

5.22%

Winner

FBRT

15.10%

5Y EPS CAGR

Winner

MGRE

129.36%

FBRT

-6.92%

Debt to Equity

MGRE

94.46%

Winner

FBRT

0.00%

Free Cash Flow Yield

MGRE

N/A

FBRT

18.87%

P/S Ratio

MGRE

N/A

FBRT

2.25

P/B Ratio

MGRE

N/A

FBRT

0.57

MGRE vs FBRT - Historical Returns

Returns include dividend reinvestment.

Period	MGRE	FBRT
1 month	-2.62%	-5.00%
3 months	-0.55%	-5.03%
6 months	-1.48%	-17.20%
1 year	+7.73%	-14.84%
5 years(CAGR)	N/A	-4.61%
Max(CAGR)	+2.35%	-4.61%

Winner

MGRE

-2.62%

FBRT

-5.00%

Winner

MGRE

-0.55%

FBRT

-5.03%

Winner

MGRE

-1.48%

FBRT

-17.20%

Winner

MGRE

+7.73%

FBRT

-14.84%

5Y(CAGR)

MGRE

N/A

FBRT

-4.61%

Max(CAGR)

Winner

MGRE

+2.35%

FBRT

-4.61%

MGRE vs FBRT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	MGRE	FBRT
2026	-2.02%	-15.36%
2025	+4.74%	-9.10%
2024	+1.37%	+3.14%
2023	N/A	+14.62%
2022	N/A	-5.56%
2021	N/A	-10.98%

MGRE vs FBRT Drawdown Comparison

The maximum drawdown for MGRE was -10.34%, occurring on Apr 11, 2025. Recovery took 222 trading sessions.

The maximum drawdown for FBRT was -31.02%, occurring on Sep 29, 2022. Recovery took 415 trading sessions.

The current MGRE drawdown is -3.68%. The current FBRT drawdown is -28.29%.

Rank	MGRE	FBRT
#1	-10.34% Sep 23, 2024 - Aug 13, 2025	-31.02% Nov 12, 2021 - Jul 12, 2023
#2	-7.87% Feb 19, 2026 - Mar 30, 2026	-30.02% Feb 28, 2025 - Mar 27, 2026
#3	-4.68% Sep 17, 2025 - Feb 12, 2026	-15.23% Jul 19, 2023 - Dec 14, 2023
#4	-3.72% Jul 12, 2024 - Sep 5, 2024	-13.57% Dec 26, 2023 - Jul 16, 2024
#5	-1.51% Aug 19, 2025 - Sep 5, 2025	-12.41% Jul 23, 2024 - Feb 18, 2025
#6	-1.40% May 6, 2024 - Jun 4, 2024	-4.85% Oct 19, 2021 - Nov 12, 2021
#7	-1.37% Mar 27, 2024 - Apr 30, 2024	-1.58% Feb 18, 2025 - Feb 27, 2025
#8	-1.11% Sep 5, 2025 - Sep 12, 2025	-1.26% Dec 14, 2023 - Dec 19, 2023
#9	-0.85% Sep 13, 2024 - Sep 19, 2024	-1.25% Dec 19, 2023 - Dec 21, 2023
#10	-0.77% Jun 12, 2024 - Jun 27, 2024	-0.41% Jul 13, 2023 - Jul 19, 2023
#11	-0.59% Jun 27, 2024 - Jul 3, 2024	-0.07% Dec 21, 2023 - Dec 26, 2023
#12	-0.52% Aug 13, 2025 - Aug 18, 2025	N/A
#13	-0.27% Jul 8, 2024 - Jul 11, 2024	N/A
#14	-0.27% Jun 4, 2024 - Jun 6, 2024	N/A
#15	-0.16% Feb 12, 2026 - Feb 17, 2026	N/A

Correlation

Correlation between MGRE and FBRT is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101