Join

Compare · BEN vs ZTR

BEN vs ZTR

Side-by-side comparison of Franklin Resources Inc. (BEN) and Virtus Total Return Fund Inc. (ZTR): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BEN and ZTR operate in Investment Managers (Finance), so they compete in similar markets.
  • BEN is the larger of the two at $15.78B, about 69.0x ZTR ($228.6M).
  • BEN has been more active in the news (11 items in the past 4 weeks vs 3 for ZTR).
  • BEN has more recent analyst coverage (24 ratings vs 0 for ZTR).
MetricBENZTR
Company
Franklin Resources Inc.
Virtus Total Return Fund Inc.
Price
-
-
Market cap
$15.78B
$228.6M
1M return
-
-
1Y return
-
-
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NYSE
IPO
1988
News (4w)
11
3
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.

ZTR

Virtus Total Return Fund Inc.

Virtus Global Dividend & Income Fund Inc. is a closed-ended balanced mutual fund launched by Virtus Investment Partners, Inc. The fund is co-managed by Virtus Investment Advisers, Inc., Kayne Anderson Rudnick Investment Management LLC and Newfleet Asset Management, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in reasonably priced growth (GARP) stocks of large cap companies and investment grade bonds issued by companies and governments. The fund is actively managed. It benchmarks the performance of its portfolio against a composite index comprised of 60% Russell Developed Large Cap Index and 40% Bloomberg Barclays U.S. Aggregate Bond Index. The fund was formerly known as The Zweig Total Return Fund, Inc. Virtus Global Dividend & Income Fund Inc. was formed on September 30, 1988 and is domiciled in the United States.

Latest BEN

Latest ZTR