Franklin Resources, Inc. (BEN) vs WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
Over the past 10 years, BEN lagged DGRW — 4.46% vs 14.13% annualized total return (price plus dividends).
A side-by-side comparison of Franklin Resources, Inc. and WisdomTree U.S. Quality Dividend Growth Fund across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 28, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — BEN vs DGRW
growth of $100 · last 13yMetrics side by side
Did BEN beat DGRW?
Over the past 10 years, BEN lagged DGRW — 4.46% vs 14.13% annualized total return (price plus dividends).
Total return (annualized)
| Metric | BEN | DGRW |
|---|---|---|
| Total return (1Y) | 49.43%● | 15.76% |
| Total return CAGR (3Y) | 14.73% | 15.07%● |
| Total return CAGR (5Y) | 5.06% | 11.66%● |
| Total return CAGR (10Y) | 4.46% | 14.13%● |
DGRW is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has BEN beaten DGRW?
- Over the past 10 years, BEN lagged DGRW — 4.46% vs 14.13% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 28, 2026.