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Compare · BEN vs NUW

BEN vs NUW

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

Summary

  • Both BEN and NUW operate in Investment Managers (Finance), so they compete in similar markets.
  • BEN is the larger of the two at $16.31B, about 56.3x NUW ($289.6M).
  • Over the past year, BEN is up 43.5% and NUW is up 2.6% - BEN leads by 41.0 points.
  • BEN has hit the wire 10 times in the past 4 weeks while NUW has been quiet.
  • BEN has more recent analyst coverage (24 ratings vs 0 for NUW).
PerformanceBEN+43.55%NUW+2.58%
2025-06-09+0.00%2026-06-08
MetricBENNUW
Company
Franklin Resources Inc.
Nuveen AMT-Free Municipal Value Fund
Price
$31.38+0.18%
$13.93+0.00%
Market cap
$16.31B
$289.6M
1M return
+2.78%
-0.43%
1Y return
+43.55%
+2.58%
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NYSE
IPO
2009
News (4w)
10
0
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.

NUW

Nuveen AMT-Free Municipal Value Fund

Nuveen AMT-Free Municipal Value Fund is a close-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 fixed income markets of the United States. The fund makes its investments in the securities of companies operating across diversified sectors. It primarily invests its assets in a portfolio of municipal securities. The fund uses value oriented strategy to make its investments. It employs a fundamental analysis with a combination of top-down and bottom-up stock picking approach to create its portfolio. The fund conducts in-house research to make its investments. Nuveen AMT-Free Municipal Value Fund was formed on November 19, 2008 and is domiciled in the United States.