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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.58 +0.05 (+0.60%)
As of 01/17/2025 03:57 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

FT vs. PHK, NXP, CCAP, ECC, BTO, PDT, MUJ, CION, PEO, and IFN

Should you be buying Franklin Universal Trust stock or one of its competitors? The main competitors of Franklin Universal Trust include PIMCO High Income Fund (PHK), Nuveen Select Tax-Free Income Portfolio (NXP), Crescent Capital BDC (CCAP), Eagle Point Credit (ECC), John Hancock Financial Opportunities Fund (BTO), John Hancock Premium Dividend Fund (PDT), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), CION Investment (CION), Adams Natural Resources Fund (PEO), and The India Fund (IFN). These companies are all part of the "financial services" industry.

Franklin Universal Trust vs.

Franklin Universal Trust (NYSE:FT) and PIMCO High Income Fund (NYSE:PHK) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, media sentiment, community ranking, earnings, profitability, institutional ownership, dividends and risk.

PIMCO High Income Fund received 95 more outperform votes than Franklin Universal Trust when rated by MarketBeat users. Likewise, 70.56% of users gave PIMCO High Income Fund an outperform vote while only 64.52% of users gave Franklin Universal Trust an outperform vote.

CompanyUnderperformOutperform
Franklin Universal TrustOutperform Votes
80
64.52%
Underperform Votes
44
35.48%
PIMCO High Income FundOutperform Votes
175
70.56%
Underperform Votes
73
29.44%

Franklin Universal Trust has a beta of 0.77, meaning that its stock price is 23% less volatile than the S&P 500. Comparatively, PIMCO High Income Fund has a beta of 0.85, meaning that its stock price is 15% less volatile than the S&P 500.

11.8% of PIMCO High Income Fund shares are owned by institutional investors. 7.8% of Franklin Universal Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.7%. PIMCO High Income Fund pays an annual dividend of $0.58 per share and has a dividend yield of 11.9%.

In the previous week, Franklin Universal Trust had 2 more articles in the media than PIMCO High Income Fund. MarketBeat recorded 3 mentions for Franklin Universal Trust and 1 mentions for PIMCO High Income Fund. Franklin Universal Trust's average media sentiment score of 1.22 beat PIMCO High Income Fund's score of 1.08 indicating that Franklin Universal Trust is being referred to more favorably in the media.

Company Overall Sentiment
Franklin Universal Trust Positive
PIMCO High Income Fund Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
PIMCO High Income FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
PIMCO High Income Fund N/A N/A N/A

Summary

PIMCO High Income Fund beats Franklin Universal Trust on 5 of the 8 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FT vs. The Competition

MetricFranklin Universal TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$183.01M$8.48B$11.32B$19.41B
Dividend Yield7.00%6.88%5.84%3.71%
P/E RatioN/A0.4422.8734.56
Price / SalesN/A15.2528.6317.03
Price / CashN/A6.8017.2719.84
Price / BookN/A0.982.655.76
Net IncomeN/A$73.96M$1.04B$993.25M
7 Day Performance4.05%1.86%3.08%3.26%
1 Month Performance4.92%1.82%1.54%5.71%
1 Year Performance18.17%6.56%14.66%18.85%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.58
+0.6%
N/A+17.4%$183.01MN/A0.00N/ANews Coverage
Positive News
PHK
PIMCO High Income Fund
N/A$4.84
+0.2%
N/A+1.9%$707.26M$92.95M0.00147,000Positive News
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$14.75
-0.6%
N/A+1.4%$690.52M$75.19M0.0040,400Short Interest ↓
News Coverage
Positive News
CCAP
Crescent Capital BDC
2.9133 of 5 stars
$18.62
+0.5%
$19.17
+2.9%
+16.1%$690.09M$104.15M7.30N/AShort Interest ↓
News Coverage
ECC
Eagle Point Credit
3.3336 of 5 stars
$8.91
-0.7%
$10.50
+17.8%
-10.0%$685.61M$130.04M11.14N/ADividend Announcement
Short Interest ↓
Positive News
BTO
John Hancock Financial Opportunities Fund
N/A$34.33
+1.6%
N/A+23.3%$677.74M$132.65M0.002,719Short Interest ↓
News Coverage
PDT
John Hancock Premium Dividend Fund
N/A$12.43
-0.6%
N/A+21.1%$611.37M$198.30M0.00147,000Short Interest ↑
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.02
-0.5%
N/A+0.4%$594.93M$29.93M0.00N/AShort Interest ↓
News Coverage
CION
CION Investment
1.6706 of 5 stars
$11.07
+1.6%
$12.25
+10.7%
+3.2%$589.88M$90.95M7.53N/AShort Interest ↑
News Coverage
PEO
Adams Natural Resources Fund
N/A$23.06
+3.0%
N/A+19.2%$588.35M$98.62M0.0018News Coverage
High Trading Volume
IFN
The India Fund
N/A$15.93
+0.1%
N/A-13.9%$494.72M$175.62M0.0021,000Short Interest ↑

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This page (NYSE:FT) was last updated on 1/19/2025 by MarketBeat.com Staff
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