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BEN vs AMG: Dividend Comparison 2026

BEN yields 5.42% · AMG yields 0.01%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BEN wins by $42.8K in total portfolio value
10 years
BEN
BEN
● Live price
5.42%
Share price
$23.82
Annual div
$1.29
5Y div CAGR
22.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$62.4K
Annual income
$10,888.03
Full BEN calculator →
AMG
AMG
● Live price
0.01%
Share price
$272.23
Annual div
$0.04
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.7K
Annual income
$0.00
Full AMG calculator →

Portfolio growth — BEN vs AMG

📍 BEN pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodBENAMG
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, BEN + AMG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BEN pays
AMG pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

BEN
Annual income on $10K today (after 15% tax)
$460.33/yr
After 10yr DRIP, annual income (after tax)
$9,254.83/yr
AMG
Annual income on $10K today (after 15% tax)
$1.25/yr
After 10yr DRIP, annual income (after tax)
$0.00/yr
At 15% tax rate, BEN beats the other by $9,254.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BEN + AMG for your $10,000?

BEN: 50%AMG: 50%
100% AMG50/50100% BEN
Portfolio after 10yr
$41.1K
Annual income
$5,444.02/yr
Blended yield
13.26%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AMG right now

BEN
Analyst Ratings
6
Buy
14
Hold
7
Sell
Consensus: Hold
Price Target
$23.50
-1.3% upside vs current
Range: $22.00 — $25.00
Altman Z
1.4
Piotroski
7/9
AMG
Analyst Ratings
12
Buy
Consensus: Buy
Price Target
$322.20
+18.4% upside vs current
Range: $282.00 — $408.00
Altman Z
3.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BEN buys
0
AMG buys
6
PoliticianChamberTickerTypeAmountDate
Dean Phillips🏢 House$AMG▼ Sell$1,001 - $15,0002020-04-02
Gilbert Cisneros🏢 House$AMG▼ Sell$1,001 - $15,0002020-03-18
Gilbert Cisneros🏢 House$AMG▲ Buy$1,001 - $15,0002019-08-14
Dean Phillips🏢 House$AMG▲ Buy$1,001 - $15,0002019-08-13
John Reed🏛 Senate$AMG▼ Sell$1,001 - $15,0002016-12-14
John Reed🏛 Senate$AMG▼ Sell$1,001 - $15,0002016-12-14
John Reed🏛 Senate$AMG▲ Buy$1,001 - $15,0002016-07-25
John Reed🏛 Senate$AMG▲ Buy$1,001 - $15,0002016-07-25
John Reed🏛 Senate$AMG▲ Buy$1,001 - $15,0002015-06-30
John Reed🏛 Senate$AMG▲ Buy$1,001 - $15,0002015-06-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBENAMG
Forward yield5.42%0.01%
Annual dividend / share$1.29$0.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR22.6%-50%
Portfolio after 10y$62.4K$19.7K
Annual income after 10y$10,888.03$0.00
Total dividends collected$36.3K$1.00
Payment frequencyquarterlyquarterly
SectorStockStock
Analyst consensusHoldBuy
Analyst price target$23.50$322.20

Year-by-year: BEN vs AMG ($10,000, DRIP)

YearBEN PortfolioBEN Income/yrAMG PortfolioAMG Income/yrGap
1← crossover$11,364$663.95$10,701$0.73+$663.00BEN
2$13,024$864.52$11,450$0.37+$1.6KBEN
3$15,071$1,135.26$12,252$0.18+$2.8KBEN
4$17,631$1,505.21$13,110$0.09+$4.5KBEN
5$20,883$2,017.64$14,027$0.05+$6.9KBEN
6$25,083$2,738.18$15,009$0.02+$10.1KBEN
7$30,607$3,768.39$16,060$0.01+$14.5KBEN
8$38,018$5,268.74$17,184$0.01+$20.8KBEN
9$48,178$7,498.67$18,387$0.00+$29.8KBEN
10$62,439$10,888.03$19,674$0.00+$42.8KBEN

BEN vs AMG: Complete Analysis 2026

BENStock

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India.

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AMGStock

Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.