Compare · BEN vs PGZ
BEN vs PGZ
Side-by-side comparison of Franklin Resources Inc. (BEN) and Principal Real Estate Income Fund (PGZ): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BEN and PGZ operate in Investment Managers (Finance), so they compete in similar markets.
- BEN is the larger of the two at $16.88B, about 166.3x PGZ ($101.5M).
- Over the past year, BEN is up 31.6% and PGZ is down 2.0% - BEN leads by 33.6 points.
- BEN has been more active in the news (10 items in the past 4 weeks vs 1 for PGZ).
- BEN has more recent analyst coverage (24 ratings vs 0 for PGZ).
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.
Principal Real Estate Income Fund
Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.
Latest BEN
- Franklin Templeton Canada Announces ETF Cash Distributions
- Co-President, Public Markets Murphy Terrence was granted 229,850 shares, increasing direct ownership by 123% to 416,009 units (SEC Form 4)
- Co-President, CFO & COO Nicholls Matthew was granted 229,850 shares, increasing direct ownership by 42% to 778,797 units (SEC Form 4)
- Co-President, Chief Commercial Gamba Daniel was granted 229,850 shares, increasing direct ownership by 52% to 672,720 units (SEC Form 4)
- Chief Executive Officer Johnson Jennifer M was granted 229,850 shares, increasing direct ownership by 7% to 3,554,034 units (SEC Form 4)
- Franklin Resources Inc. filed SEC Form 8-K: Leadership Update, Financial Statements and Exhibits
- Affiliate of Investment Adv. Franklin Resources Inc sold $19,000,000 worth of shares (1,682,905 units at $11.29) (SEC Form 4)
- SEC Form 6B ORDR filed by Franklin Resources Inc.
- Sue Wilchusky Joins Fiduciary Trust International as Chief Administrative Officer
- Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
Latest PGZ
- SEC Form N-CSRS filed by Principal Real Estate Income Fund
- Principal Real Estate Income Fund Declares Monthly Distributions of $0.105 Per Share
- Principal Real Estate Income Fund Announces Notification of Sources of Distribution
- Principal Real Estate Income Fund Announces Notification of Sources of Distribution
- Principal Real Estate Income Fund Announces Notification of Sources of Distribution
- Principal Real Estate Income Fund Declares Monthly Distributions of $0.105 Per Share
- Principal Real Estate Income Fund Announces Notification of Sources of Distribution
- Principal Real Estate Income Fund Announces Notification of Sources of Distribution
- SEC Form DEF 14A filed by Principal Real Estate Income Fund
- Principal Real Estate Income Fund Announces Notification of Sources of Distribution