WPC vs BEN
Comparison between W. P. Carey Inc (WPC, Company) and Franklin Resources Inc (BEN, Company).
WPC is from the Real Estate sector, while BEN is from the Financial Services sector.
5-Year PerformanceWPC has outperformed BEN, delivering a return of +6.8% compared to +4.0%
WPC vs BEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WPC vs BEN - Historical Returns
Returns include dividend reinvestment.
WPC vs BEN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WPC | BEN |
|---|---|---|
| 2026 | +15.50% | +36.18% |
| 2025 | +25.36% | +25.62% |
| 2024 | -12.02% | -26.74% |
| 2023 | -8.21% | +13.72% |
| 2022 | +1.52% | -17.27% |
| 2021 | +27.54% | +42.64% |
| 2020 | -4.80% | +2.85% |
| 2019 | +31.21% | -9.88% |
| 2018 | +1.77% | -23.15% |
| 2017 | +23.58% | +9.20% |
| 2016 | +6.61% | +11.67% |
| 2015 | -11.24% | -32.65% |
| 2014 | +21.95% | -0.61% |
| 2013 | +22.94% | +34.34% |
| 2012 | +31.67% | +31.10% |
| 2011 | +39.71% | -12.47% |
| 2010 | +21.00% | +3.87% |
| 2009 | +29.17% | +64.51% |
| 2008 | -23.23% | -43.34% |
| 2007 | +16.43% | +1.46% |
| 2006 | +24.81% | +15.47% |
| 2005 | -22.73% | +39.98% |
| 2004 | +22.91% | +34.28% |
| 2003 | +30.36% | +48.70% |
| 2002 | +15.94% | -2.38% |
| 2001 | +37.80% | -5.29% |
| 2000 | +20.79% | +21.06% |
| 1999 | +2.59% | -6.22% |
WPC vs BEN Drawdown Comparison
The maximum drawdown for WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.
The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.
The current WPC drawdown is -1.11%. The current BEN drawdown is -8.42%.
| Rank | WPC | BEN |
|---|---|---|
| #1 | -52.45% Oct 18, 2019 - Dec 29, 2021 | -72.80% Jul 17, 2007 - Jul 7, 2011 |
| #2 | -48.69% Dec 10, 2007 - Mar 30, 2010 | -67.78% Dec 8, 2014 - Mar 23, 2020 |
| #3 | -36.81% Jul 29, 2022 - Jan 16, 2026 | -40.33% Feb 1, 2001 - Oct 13, 2003 |
| #4 | -29.35% Feb 17, 2005 - Jan 11, 2007 | -34.57% Jan 25, 2000 - Sep 1, 2000 |
| #5 | -24.95% Jan 26, 2015 - Jun 21, 2016 | -33.99% Jul 7, 2011 - Oct 17, 2012 |
| #6 | -23.27% May 20, 2013 - Dec 22, 2014 | -23.91% Oct 2, 2000 - Jan 29, 2001 |
| #7 | -21.73% Aug 1, 2016 - Jul 27, 2017 | -21.44% Feb 27, 2006 - Sep 12, 2006 |
| #8 | -21.29% Jul 21, 2011 - Dec 7, 2011 | -20.86% Jan 26, 2004 - Oct 28, 2004 |
| #9 | -20.87% Oct 14, 2003 - Oct 18, 2004 | -20.23% May 17, 2013 - Dec 18, 2013 |
| #10 | -15.71% Nov 21, 2017 - Oct 25, 2018 | -14.20% Jan 17, 2014 - Dec 5, 2014 |
| #11 | -15.05% May 9, 2007 - Oct 30, 2007 | -12.03% Nov 1, 1999 - Jan 20, 2000 |
| #12 | -14.04% Oct 31, 2012 - Jan 22, 2013 | -11.40% Feb 15, 2007 - Apr 10, 2007 |
| #13 | -13.39% Jun 15, 2001 - Aug 1, 2001 | -11.07% Nov 12, 2003 - Dec 11, 2003 |
| #14 | -13.19% Jul 29, 2003 - Oct 7, 2003 | -9.34% Mar 7, 2005 - May 18, 2005 |
| #15 | -12.50% Mar 23, 2012 - Sep 14, 2012 | -8.85% Oct 31, 2006 - Dec 14, 2006 |
Correlation
Correlation between WPC and BEN is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
WPC vs BEN dividend yield comparison.
| Year | WPC | BEN |
|---|---|---|
| 2026 | 1.26% | 1.03% |
| 2025 | 5.62% | 5.40% |
| 2024 | 6.41% | 7.69% |
| 2023 | 7.93% | 3.02% |
| 2022 | 5.43% | 4.44% |
| 2021 | 5.12% | 3.37% |
| 2020 | 5.91% | 4.36% |
| 2019 | 5.17% | 4.04% |
| 2018 | 6.26% | 13.32% |
| 2017 | 7.26% | 1.92% |
| 2016 | 6.65% | 1.87% |
| 2015 | 6.49% | 1.71% |
| 2014 | 5.26% | 1.82% |
| 2013 | 5.70% | 0.72% |
| 2012 | 4.68% | 3.26% |
| 2011 | 5.34% | 3.14% |
| 2010 | 6.48% | 0.82% |
| 2009 | 8.29% | 3.65% |
| 2008 | 8.34% | 1.27% |
| 2007 | 6.47% | 0.57% |
| 2006 | 6.05% | 0.46% |
| 2005 | 7.05% | 2.57% |
| 2004 | 4.99% | 0.51% |
| 2003 | 5.68% | 0.60% |
| 2002 | 6.94% | 0.84% |
| 2001 | 7.33% | 0.75% |
| 2000 | 9.28% | 0.64% |
| 1999 | 2.49% | 0.19% |
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