Franklin Resources, Inc. vs iShares Broad USD Investment Grade Corporate Bond — how do they compare? Franklin Resources, Inc. trades at $33.24 (market cap $17.06B), while iShares Broad USD Investment Grade Corporate Bond trades at $50.61. The key difference: Franklin Resources, Inc. pays a 4.02% dividend while iShares Broad USD Investment Grade Corporate Bond pays none, and Franklin Resources, Inc. is trading nearer its 52-week high, iShares Broad USD Investment Grade Corporate Bond nearer its low. Which is the better fit depends on your goals.
| BEN | USIG | |
|---|---|---|
Market Cap | $17.06B | — |
Sector | Financials | Fixed Income |
52-Week High | $34.44 | $52.69 |
52-Week Low | $21.18 | $50.50 |
Enterprise Value | $28.88B | — |
Dividend Yield | 4.02% | — |
Signals from Pluang's Aura AI — not financial advice
Franklin Resources (BEN) trades at $32.83, down 2.0% today, with a bullish technical signal from moving averages despite bearish oscillators. The company shows steady revenue growth to $8.77B in 2025 and has beaten earnings estimates for three consecutive quarters. Recent news highlights dividend sustainability and AUM growth to $1.79 trillion in June 2026, while analyst consensus leans neutral with a $34.67 price target.
BEN presents a mixed outlook with strong dividend appeal and earnings momentum offset by modest profitability metrics (ROE 2.08%) and negative cash flow trends. Near-term catalysts include Q3 earnings on July 31, 2026, but investors face risks from competitive pressures and market-sensitive AUM fluctuations. The stock trades at a reasonable P/E of 25.06 with upside to consensus target.
No Aura AI signal available yet.
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 →USIG is a low-cost ETF providing broad exposure to over 11,000 U.S. investment-grade corporate bonds. It tracks the ICE BofA US Corporate Index, featuring high-quality debt from 2026 leaders like Citigroup, Bank of America, and Oracle.
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