Franklin Resources, Inc. vs Bank of Montreal — how do they compare? Franklin Resources, Inc. trades at $33.24 (market cap $17.06B), while Bank of Montreal trades at $180.98 (market cap $124.81B). The key difference: Bank of Montreal is far larger — about 7.3× Franklin Resources, Inc.'s market cap, and Franklin Resources, Inc. pays the higher dividend (4.02%). Which is the better fit depends on your goals.
| BEN | BMO | |
|---|---|---|
Market Cap | $17.06B | $124.81B |
Sector | Financials | Financials |
52-Week High | $34.44 | $180.86 |
52-Week Low | $21.18 | $110.44 |
Enterprise Value | $28.88B | — |
Dividend Yield | 4.02% | 2.77% |
Trailing returns across standard periods
Latest headlines on both assets
Franklin Resources provides investment services for individual and institutional investors. At the end of August 2022, Franklin had $1.388 trillion in managed assets, composed primarily of equity (32%), fixed-income (38%), multi-asset/balanced (10%) funds, alternatives (16%), and money market funds (4%). Distribution tends to be weighted more toward retail investors (49% of AUM) investors, as opposed to institutional (49%) and high-net-worth (2%) clients. Franklin is also one of the more global firms of the U.S.-based asset managers with more than 35% of its AUM invested in global/international strategies and 25% of managed assets sourced from clients domiciled outside the United States.
Read more on BEN →Bank of Montreal is a diversified financial-services provider based in North America, operating four business segments: Canadian personal and commercial banking, U.S. P&C banking, wealth management, and capital markets. The bank's operations are primarily in Canada, with a material portion also in the U.S.
Read more on BMO →