Franklin Resources, Inc. vs Charles Schwab Corporation Common Stock — how do they compare? Franklin Resources, Inc. trades at $33.37 (market cap $16.95B), while Charles Schwab Corporation Common Stock trades at $107.87 (market cap $186.25B). The key difference: Charles Schwab Corporation Common Stock is far larger — about 11× Franklin Resources, Inc.'s market cap, and Franklin Resources, Inc. pays the higher dividend (3.96%). Which is the better fit depends on your goals.
| BEN | SCHW | |
|---|---|---|
Market Cap | $16.95B | $186.25B |
Sector | Financials | Financials |
52-Week High | $35.77 | $108.02 |
52-Week Low | $21.18 | $85.35 |
Enterprise Value | $29.90B | — |
Dividend Yield | 3.96% | 1.19% |
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 →Charles Schwab operates in brokerage, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $8 trillion of client assets at the end of 2021. Nearly all of its revenue is from the United States.
Read more on SCHW →