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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$8.02 -0.03 (-0.31%)
Closing price 07/20/2026 03:58 PM Eastern
Extended Trading
$8.01 0.00 (-0.05%)
As of 04:00 AM Eastern
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FT vs. MFIC, BTO, RMT, CGBD, and PEO

Should you buy Franklin Universal Trust stock or one of its competitors? MarketBeat compares Franklin Universal Trust with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Franklin Universal Trust include MidCap Financial Investment (MFIC), John Hancock Financial Opportunities Fund (BTO), Royce Otc Micro (RMT), Carlyle Secured Lending (CGBD), and Adams Natural Resources Fund (PEO). These companies are all part of the "financial services" industry.

How does Franklin Universal Trust compare to MidCap Financial Investment?

Franklin Universal Trust (NYSE:FT) and MidCap Financial Investment (NASDAQ:MFIC) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their risk, earnings, dividends, institutional ownership, media sentiment, valuation, profitability and analyst recommendations.

MidCap Financial Investment has a consensus price target of $11.46, suggesting a potential upside of 19.42%. Given MidCap Financial Investment's stronger consensus rating and higher probable upside, analysts plainly believe MidCap Financial Investment is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22

In the previous week, Franklin Universal Trust had 1 more articles in the media than MidCap Financial Investment. MarketBeat recorded 3 mentions for Franklin Universal Trust and 2 mentions for MidCap Financial Investment. Franklin Universal Trust's average media sentiment score of 1.00 beat MidCap Financial Investment's score of 0.25 indicating that Franklin Universal Trust is being referred to more favorably in the media.

Company Overall Sentiment
Franklin Universal Trust Positive
MidCap Financial Investment Neutral

Franklin Universal Trust has a beta of 0.64, suggesting that its stock price is 36% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.6, suggesting that its stock price is 40% less volatile than the broader market.

MidCap Financial Investment has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
MidCap Financial Investment$320.88M2.46$63.17M$0.04240.00

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.9%. MidCap Financial Investment pays out 3,100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

MidCap Financial Investment has a net margin of 1.90% compared to Franklin Universal Trust's net margin of 0.00%. MidCap Financial Investment's return on equity of 10.86% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
MidCap Financial Investment 1.90%10.86%4.31%

28.5% of MidCap Financial Investment shares are owned by institutional investors. 7.8% of Franklin Universal Trust shares are owned by company insiders. Comparatively, 0.9% of MidCap Financial Investment shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

MidCap Financial Investment beats Franklin Universal Trust on 9 of the 14 factors compared between the two stocks.

How does Franklin Universal Trust compare to John Hancock Financial Opportunities Fund?

John Hancock Financial Opportunities Fund (NYSE:BTO) and Franklin Universal Trust (NYSE:FT) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, earnings, institutional ownership, profitability, valuation, analyst recommendations, risk and dividends.

John Hancock Financial Opportunities Fund has a beta of 0.92, meaning that its share price is 8% less volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.64, meaning that its share price is 36% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
John Hancock Financial Opportunities FundN/A N/A N/A
Franklin Universal Trust N/A N/A N/A

19.6% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. 7.8% of Franklin Universal Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, Franklin Universal Trust had 2 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 3 mentions for Franklin Universal Trust and 1 mentions for John Hancock Financial Opportunities Fund. John Hancock Financial Opportunities Fund's average media sentiment score of 1.31 beat Franklin Universal Trust's score of 1.00 indicating that John Hancock Financial Opportunities Fund is being referred to more favorably in the media.

Company Overall Sentiment
John Hancock Financial Opportunities Fund Positive
Franklin Universal Trust Positive

John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 6.4%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A
Franklin Universal TrustN/AN/AN/AN/AN/A

Summary

John Hancock Financial Opportunities Fund beats Franklin Universal Trust on 4 of the 6 factors compared between the two stocks.

How does Franklin Universal Trust compare to Royce Otc Micro?

Franklin Universal Trust (NYSE:FT) and Royce Otc Micro (NYSE:RMT) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, media sentiment, institutional ownership, risk, valuation, dividends and profitability.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
Royce Otc Micro N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
Royce Otc MicroN/AN/AN/AN/AN/A

In the previous week, Franklin Universal Trust had 2 more articles in the media than Royce Otc Micro. MarketBeat recorded 3 mentions for Franklin Universal Trust and 1 mentions for Royce Otc Micro. Royce Otc Micro's average media sentiment score of 1.79 beat Franklin Universal Trust's score of 1.00 indicating that Royce Otc Micro is being referred to more favorably in the news media.

Company Overall Sentiment
Franklin Universal Trust Positive
Royce Otc Micro Very Positive

Franklin Universal Trust has a beta of 0.64, suggesting that its stock price is 36% less volatile than the broader market. Comparatively, Royce Otc Micro has a beta of 1.16, suggesting that its stock price is 16% more volatile than the broader market.

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. Royce Otc Micro pays an annual dividend of $0.82 per share and has a dividend yield of 5.9%.

35.0% of Royce Otc Micro shares are owned by institutional investors. 7.8% of Franklin Universal Trust shares are owned by insiders. Comparatively, 0.2% of Royce Otc Micro shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Franklin Universal Trust and Royce Otc Micro tied by winning 3 of the 6 factors compared between the two stocks.

How does Franklin Universal Trust compare to Carlyle Secured Lending?

Franklin Universal Trust (NYSE:FT) and Carlyle Secured Lending (NASDAQ:CGBD) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, earnings, institutional ownership, risk, dividends, media sentiment, valuation and profitability.

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 13.5%. Carlyle Secured Lending pays out 197.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Franklin Universal Trust had 1 more articles in the media than Carlyle Secured Lending. MarketBeat recorded 3 mentions for Franklin Universal Trust and 2 mentions for Carlyle Secured Lending. Franklin Universal Trust's average media sentiment score of 1.00 beat Carlyle Secured Lending's score of 0.34 indicating that Franklin Universal Trust is being referred to more favorably in the media.

Company Overall Sentiment
Franklin Universal Trust Positive
Carlyle Secured Lending Neutral

Carlyle Secured Lending has a consensus price target of $12.50, suggesting a potential upside of 20.66%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, analysts plainly believe Carlyle Secured Lending is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

24.5% of Carlyle Secured Lending shares are held by institutional investors. 7.8% of Franklin Universal Trust shares are held by insiders. Comparatively, 0.4% of Carlyle Secured Lending shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Franklin Universal Trust has a beta of 0.64, indicating that its share price is 36% less volatile than the broader market. Comparatively, Carlyle Secured Lending has a beta of 0.62, indicating that its share price is 38% less volatile than the broader market.

Carlyle Secured Lending has a net margin of 19.52% compared to Franklin Universal Trust's net margin of 0.00%. Carlyle Secured Lending's return on equity of 8.99% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
Carlyle Secured Lending 19.52%8.99%4.01%

Carlyle Secured Lending has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
Carlyle Secured Lending$255.57M2.82$69.97M$0.7114.59

Summary

Carlyle Secured Lending beats Franklin Universal Trust on 9 of the 14 factors compared between the two stocks.

How does Franklin Universal Trust compare to Adams Natural Resources Fund?

Franklin Universal Trust (NYSE:FT) and Adams Natural Resources Fund (NYSE:PEO) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, analyst recommendations, risk, earnings, media sentiment, institutional ownership, profitability and dividends.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
Adams Natural Resources Fund N/A N/A N/A

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. Adams Natural Resources Fund pays an annual dividend of $2.01 per share and has a dividend yield of 7.5%.

In the previous week, Franklin Universal Trust and Franklin Universal Trust both had 3 articles in the media. Franklin Universal Trust's average media sentiment score of 1.00 beat Adams Natural Resources Fund's score of 0.67 indicating that Franklin Universal Trust is being referred to more favorably in the media.

Company Overall Sentiment
Franklin Universal Trust Positive
Adams Natural Resources Fund Positive

33.5% of Adams Natural Resources Fund shares are held by institutional investors. 7.8% of Franklin Universal Trust shares are held by insiders. Comparatively, 0.1% of Adams Natural Resources Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
Adams Natural Resources FundN/AN/AN/AN/AN/A

Franklin Universal Trust has a beta of 0.64, suggesting that its share price is 36% less volatile than the broader market. Comparatively, Adams Natural Resources Fund has a beta of 0.45, suggesting that its share price is 55% less volatile than the broader market.

Summary

Franklin Universal Trust beats Adams Natural Resources Fund on 3 of the 5 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 FT 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 TrustFIN IndustryFinance SectorNYSE Exchange
Market Cap$202.06M$4.75B$14.38B$23.42B
Dividend Yield6.34%6.78%5.67%4.15%
P/E RatioN/A0.0220.5630.65
Price / SalesN/A16.7444.9320.33
Price / CashN/A4.9119.2418.81
Price / BookN/A3.082.264.74
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance-0.99%-1.00%0.19%-0.42%
1 Month Performance-0.12%-0.60%1.38%0.69%
1 Year Performance3.42%10.84%13.19%16.45%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$8.02
-0.3%
N/A+2.7%$202.06MN/AN/AN/A
MFIC
MidCap Financial Investment
2.3019 of 5 stars
$9.93
+1.6%
$11.46
+15.5%
-27.5%$804.78M$320.88M248.31N/A
BTO
John Hancock Financial Opportunities Fund
N/A$39.75
+0.9%
N/A+11.3%$780.78MN/AN/A2,719
RMT
Royce Otc Micro
N/A$14.14
flat
N/A+46.8%$743.66MN/AN/AN/A
CGBD
Carlyle Secured Lending
3.3508 of 5 stars
$10.60
+1.7%
$12.50
+17.9%
-25.8%$724.16M$255.57M14.93N/A

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This page (NYSE:FT) was last updated on 7/21/2026 by MarketBeat.com Staff.
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