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Compare · BEN vs JLS

BEN vs JLS

Side-by-side comparison of Franklin Resources Inc. (BEN) and Nuveen Mortgage and Income Fund (JLS): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BEN and JLS operate in Investment Managers (Finance), so they compete in similar markets.
  • BEN is the larger of the two at $16.52B, about 150.0x JLS ($110.1M).
  • Over the past year, BEN is up 44.1% and JLS is down 3.8% - BEN leads by 47.9 points.
  • BEN has been more active in the news (11 items in the past 4 weeks vs 1 for JLS).
  • BEN has more recent analyst coverage (24 ratings vs 0 for JLS).
PerformanceBEN+44.10%JLS-3.80%
2025-06-10+0.00%2026-06-10
MetricBENJLS
Company
Franklin Resources Inc.
Nuveen Mortgage and Income Fund
Price
$31.52-0.85%
$17.70-0.39%
Market cap
$16.52B
$110.1M
1M return
-0.19%
-4.56%
1Y return
+44.10%
-3.80%
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NYSE
IPO
2009
News (4w)
11
1
Recent ratings
24
0
BEN

Franklin Resources Inc.

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.

JLS

Nuveen Mortgage and Income Fund

Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed securities consisting primarily of non-agency residential mortgage-backed securities and commercial mortgage-backed securities with a favorable total return potential. It seeks to invest in below investment grade securities. The fund employs fundamental analysis with a focus on bottom-up stock picking approach based on rigorous analysis of the credit performance of the mortgage loan portfolios underlying the MBS, security structure characteristics such as the priority of payment, credit enhancement and default patterns of underlying loans, and the relative financial strength of the mortgage loan servicer to create its portfolio. It benchmarks the performance of its portfolio against Barclays Capital U.S. Aggregate Bond Index. It was formerly known as Nuveen Mortgage Opportunity Term Fund. Nuveen Mortgage and Income Fund was formed on September 10, 2009 and is domiciled in the United States.