Franklin Resources, Inc. vs Simon Property Group Inc — how do they compare? Franklin Resources, Inc. trades at $33.61 (market cap $17.22B), while Simon Property Group Inc trades at $222.16 (market cap $71.76B). The key difference: Simon Property Group Inc is far larger — about 4.2× Franklin Resources, Inc.'s market cap. Which is the better fit depends on your goals.
| BEN | SPG | |
|---|---|---|
Market Cap | $17.22B | $71.76B |
Sector | Financials | Real Estate |
52-Week High | $34.44 | $227.56 |
52-Week Low | $21.18 | $159.93 |
Enterprise Value | $29.05B | $100.24B |
Dividend Yield | 3.98% | 3.98% |
Trailing returns across standard periods
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 →Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →