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Compare · BEN vs NCA

BEN vs NCA

Side-by-side comparison of Franklin Resources Inc. (BEN) and Nuveen California Municipal Value Fund (NCA): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BEN and NCA operate in Investment Managers (Finance), so they compete in similar markets.
  • BEN is the larger of the two at $15.78B, about 48.5x NCA ($325.1M).
  • Over the past year, BEN is up 42.1% and NCA is up 9.9% - BEN leads by 32.2 points.
  • BEN has been more active in the news (11 items in the past 4 weeks vs 2 for NCA).
  • BEN has more recent analyst coverage (24 ratings vs 0 for NCA).
PerformanceBEN+42.08%NCA+9.87%
2025-06-04+0.00%2026-06-03
MetricBENNCA
Company
Franklin Resources Inc.
Nuveen California Municipal Value Fund
Price
$30.37-2.41%
$9.24+0.00%
Market cap
$15.78B
$325.1M
1M return
+2.26%
-0.59%
1Y return
+42.08%
+9.87%
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NYSE
IPO
News (4w)
11
2
Recent ratings
24
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.

NCA

Nuveen California Municipal Value Fund

Nuveen California Municipal Value Fund, Inc. is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of California. The fund invests primarily in municipal securities rated Baa/BBB or better. It invests in securities that provide income exempt from federal and California income tax. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the S&P California Municipal Bond Index and the S&P National Municipal Bond Index. Nuveen California Municipal Value Fund, Inc. was formed on October 7, 1987 and is domiciled in the United States.