BEN
Price
$23.21
Change
-$0.02 (-0.09%)
Updated
Jun 25 closing price
Capitalization
14.8B
29 days until earnings call
SCHD
Price
$26.21
Change
-$0.53 (-1.98%)
Updated
Jun 25, 04:59 PM (EDT)
Net Assets
69.65B
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BEN vs SCHD

Header iconBEN vs SCHD Comparison
Open Charts BEN vs SCHDBanner chart's image
Franklin Resources
Price$23.21
Change-$0.02 (-0.09%)
Volume$2.65M
Capitalization14.8B
Schwab US Dividend Equity ETF™
Price$26.21
Change-$0.53 (-1.98%)
Volume$35.51K
Net Assets69.65B
BEN vs SCHD Comparison Chart in %
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BEN
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
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BEN vs. SCHD commentary
Jun 26, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BEN is a StrongBuy and SCHD is a Buy.

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COMPARISON
Comparison
Jun 26, 2025
Stock price -- (BEN: $23.21)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BEN’s FA Score shows that 3 FA rating(s) are green while.

  • BEN’s FA Score: 3 green, 2 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BEN’s TA Score shows that 5 TA indicator(s) are bullish.

  • BEN’s TA Score: 5 bullish, 4 bearish.

Price Growth

BEN (@Investment Managers) experienced а +2.74% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.81%. For the same industry, the average monthly price growth was +4.47%, and the average quarterly price growth was +10.93%.

Reported Earning Dates

BEN is expected to report earnings on Jul 25, 2025.

Industries' Descriptions

@Investment Managers (+1.81% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS RATINGS
BEN: Fundamental Ratings
BEN
OUTLOOK RATING
1..100
7
VALUATION
overvalued / fair valued / undervalued
1..100
18
Undervalued
PROFIT vs RISK RATING
1..100
59
SMR RATING
1..100
87
PRICE GROWTH RATING
1..100
17
P/E GROWTH RATING
1..100
5
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
BENSCHD
RSI
ODDS (%)
Bearish Trend 1 day ago
70%
N/A
Stochastic
ODDS (%)
Bearish Trend 1 day ago
75%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bullish Trend 1 day ago
64%
Bullish Trend 2 days ago
89%
MACD
ODDS (%)
Bullish Trend 1 day ago
76%
Bearish Trend 2 days ago
73%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
67%
Bearish Trend 2 days ago
73%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
64%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 3 days ago
65%
Bullish Trend 16 days ago
84%
Declines
ODDS (%)
Bearish Trend 24 days ago
72%
Bearish Trend 21 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
75%
Bearish Trend 2 days ago
72%
Aroon
ODDS (%)
Bullish Trend 1 day ago
44%
Bullish Trend 2 days ago
82%
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BEN
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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