Compare · FT vs RVT
FT vs RVT
Side-by-side comparison of Franklin Universal Trust (FT) and Royce Small-Cap Trust Inc. (RVT): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both FT and RVT operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- RVT is the larger of the two at $1.99B, about 9.9x FT ($200.3M).
- Over the past year, FT is up 6.3% and RVT is up 24.8% - RVT leads by 18.4 points.
- RVT has hit the wire 2 times in the past 4 weeks while FT has been quiet.
- Company
- Franklin Universal Trust
- Royce Small-Cap Trust Inc.
- Price
- $7.99-0.56%
- $18.39-0.57%
- Market cap
- $200.3M
- $1.99B
- 1M return
- -2.50%
- -0.14%
- 1Y return
- +6.32%
- +24.77%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 1986
- News (4w)
- 0
- 2
- 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.
Royce Small-Cap Trust Inc.
Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of its portfolio against the Russell 2000 Index. Royce Value Trust Inc. was formed on July 1, 1986 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 RVT
- Royce Small-Cap Trust, Inc. (NYSE-RVT) declares Second Quarter Common Stock Distribution of $0.31 Per Share
- Royce Small-Cap Trust (NYSE: RVT) as of Apr 30, 2026
- Royce Small-Cap Trust (NYSE: RVT) as of Mar 31, 2026
- Royce Small-Cap Trust (NYSE: RVT) as of Feb 28, 2026
- SEC Form 4 filed by Clark Christopher D
- SEC Form N-CEN filed by Royce Small-Cap Trust Inc.
- Royce Small-Cap Trust, Inc. (NYSE-RVT) declares First Quarter Common Stock Distribution of $0.30 Per Share
- Royce Small-Cap Trust (NYSE: RVT) as of Jan 31, 2026
- SEC Form N-CSR filed by Royce Small-Cap Trust Inc.
- Royce Small-Cap Trust (NYSE: RVT) as of Dec 31, 2025