Compare · FT vs PDI
FT vs PDI
Side-by-side comparison of Franklin Universal Trust (FT) and PIMCO Dynamic Income Fund (PDI): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both FT and PDI operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- PDI is the larger of the two at $4.09B, about 20.5x FT ($199.3M).
- Over the past year, FT is up 6.3% and PDI is down 10.9% - FT leads by 17.1 points.
- PDI has hit the wire 1 time in the past 4 weeks while FT has been quiet.
- Company
- Franklin Universal Trust
- PIMCO Dynamic Income Fund
- Price
- $7.96-0.06%
- $16.82+0.42%
- Market cap
- $199.3M
- $4.09B
- 1M return
- -2.21%
- -4.10%
- 1Y return
- +6.28%
- -10.86%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 2012
- News (4w)
- 0
- 1
- Recent ratings
- 0
- 0
Franklin Universal Trust
Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified portfolio of corporate bonds and dividend paying utility stocks. The fund benchmarks the equity component of its balanced portfolio against the S&P 500 Electric Utilities Index and the fixed component against the Credit Suisse High Yield. Franklin Universal Trust was formed on September 23, 1988 and is domiciled in the United States.
PIMCO Dynamic Income Fund
PIMCO Dynamic Income Fund is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in multiple fixed-income sectors, including non-agency residential and commercial mortgage-backed securities and below investment-grade securities. The fund primarily invests in mortgage-backed securities, investment-grade and high-yield corporate bonds, developed and emerging markets corporate bonds, and sovereign bonds. PIMCO Dynamic Income Fund was formed on May 30, 2012 and is domiciled in the United States.
Latest FT
- SEC Form N-CSRS filed by Franklin Universal Trust
- Franklin Universal Trust ("FT" or the "Fund") Announces Portfolio Management Team Update
- Franklin Templeton Announces Distributions for Certain Closed-End Funds for the Months of April, May and June 2026
- SEC Form 40-17F2 filed by Franklin Universal Trust
- SEC Form DEF 14A filed by Franklin Universal Trust
- Franklin Templeton Announces Distributions for Certain Closed-End Funds for the Months of January, February and March 2026
- Franklin Universal Trust ("FT" or the "Fund") Announces Notification of Sources of Distributions
- Franklin Universal Trust ("FT" or the "Fund") Announces Distribution
- Franklin Universal Trust ("FT" or the "Fund") Announces Notification of Sources of Distributions
- SEC Form N-CEN filed by Franklin Universal Trust
Latest PDI
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- PIMCO Closed-end Funds Declare Monthly Common Share Distributions
- SEC Form N-CSRS filed by PIMCO Dynamic Income Fund
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- SEC Form 3 filed by new insider Chang Stephen Koon Bong
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- New insider Mittal Mohit claimed ownership of 2,208 shares (SEC Form 3)
- New insider Mandinach Jason William claimed ownership of 3,304 shares (SEC Form 3)
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions