Compare · BEN vs SOR
BEN vs SOR
Side-by-side comparison of Franklin Resources Inc. (BEN) and Source Capital Inc. Cmn Shs of BI (SOR): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BEN and SOR operate in Investment Managers (Finance), so they compete in similar markets.
- BEN is the larger of the two at $17.80B, about 45.6x SOR ($390.3M).
- BEN has been more active in the news (16 items in the past 4 weeks vs 1 for SOR).
- BEN has more recent analyst coverage (24 ratings vs 0 for SOR).
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.
Source Capital Inc. Cmn Shs of BI
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
Latest BEN
- Franklin Templeton, Inc. Announces Quarterly Dividend
- Franklin Templeton Canada Announces ETF Cash Distributions
- Franklin Templeton Announces Closing of Inaugural US$1.5 Billion Collateralized Fund Obligation
- SEC Form N-PX filed by Franklin Resources Inc.
- Franklin BSP Capital Corporation Announces Third Quarter 2026 Dividend
- SEC Form 13F-HR filed by Franklin Resources Inc.
- Franklin Resources Inc. filed SEC Form 8-K: Creation of a Direct Financial Obligation, Other Events
- SEC Form 424B5 filed by Franklin Resources Inc.
- Franklin Templeton Canada Announces Fee Waivers Will Continue for Low Volatility High Dividend Index ETFs
- Franklin Templeton Canada Enhances Quotential Portfolios With New Private Market Investment Capabilities
Latest SOR
- SEC Form N-PX filed by Source Capital Inc. Cmn Shs of BI
- Source Capital Declares September, October, and November 2026 Distribution on Common Stock
- SEC Form N-2 filed by Source Capital Inc. Cmn Shs of BI
- SEC Form 5 filed by Atwood J Richard
- Source Capital Declares June, July, and August 2026 Distribution on Common Stock
- SEC Form 40-APP filed by Source Capital Inc. Cmn Shs of BI
- SEC Form DEF 14A filed by Source Capital Inc. Cmn Shs of BI
- Source Capital Inc. Cmn Shs of BI filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- FPA Nominated for 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship Award
- SEC Form N-CEN filed by Source Capital Inc. Cmn Shs of BI