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Compare · BEN vs STEW

BEN vs STEW

Side-by-side comparison of Franklin Resources Inc. (BEN) and SRH Total Return Fund Inc. (STEW): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BEN and STEW operate in Investment Managers (Finance), so they compete in similar markets.
  • BEN carries a market cap of $15.69B.
  • Over the past year, BEN is up 44.9% and STEW is up 3.6% - BEN leads by 41.2 points.
  • BEN has hit the wire 8 times in the past 4 weeks while STEW has been quiet.
  • BEN has more recent analyst coverage (22 ratings vs 0 for STEW).
PerformanceBEN+44.87%STEW+3.64%
2025-04-28+0.00%2026-04-24
MetricBENSTEW
Company
Franklin Resources Inc.
SRH Total Return Fund Inc.
Price
$27.14+1.23%
$17.64-0.45%
Market cap
$15.69B
-
1M return
+13.54%
+3.28%
1Y return
+44.87%
+3.64%
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NYSE
IPO
News (4w)
8
0
Recent ratings
22
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.

STEW

SRH Total Return Fund Inc.

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations, as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. was formed on December 7, 1972 and is domiciled in the United States.

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