Join

Compare · BEN vs JPC

BEN vs JPC

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

Summary

  • Both BEN and JPC operate in Investment Managers (Finance), so they compete in similar markets.
  • BEN is the larger of the two at $15.78B, about 16.8x JPC ($940.8M).
  • BEN has hit the wire 11 times in the past 4 weeks while JPC has been quiet.
  • BEN has more recent analyst coverage (24 ratings vs 0 for JPC).
MetricBENJPC
Company
Franklin Resources Inc.
Nuveen Preferred & Income Opportunities Fund
Price
-
-
Market cap
$15.78B
$940.8M
1M return
-
-
1Y return
-
-
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NYSE
IPO
2003
News (4w)
11
0
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.

JPC

Nuveen Preferred & Income Opportunities Fund

Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in preferred securities, dividend paying stocks of companies, and corporate and taxable municipal debt securities which are rated BBB/Baa or better by S&P, Moody's, or Fitch. The fund employs fundamental analysis with a top-down stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the BofA/Merrill Lynch Preferred Stock Fixed Rate Index and the JPC Blended Index which is comprised of 82.5% BofA/Merrill Lynch Preferred Stock Fixed Rate Index and 17.5% Barclays Capital Securities Index. The fund was formerly known as Nuveen Preferred Income Opportunities Fund. Nuveen Preferred & Income Opportunities Fund was formed on March 26, 2003 and is domiciled in the United States.

Latest BEN

Latest JPC