MetaCap

Franklin Universal (FT) vs Barings Participation Investors (MPV)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Franklin Universal (FT) has outperformed Barings Participation Investors (MPV) over the past year, losing 12.0% versus a loss of 20.5%. Over five years, MPV leads with a +18.1% price change compared with -13.8% for FT. On valuation, Franklin Universal trades at a lower trailing P/E (5.5x vs 10.3x for Barings Participation Investors).

Barings Participation Investors offers the higher dividend yield (9.02% vs 7.19%).

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

FT-12.05%MPV-20.52%
+5%-10%-26%
Oct 7, 20251 yearOct 7, 2026
FT-13.76%MPV+16.82%
+54%+12%-31%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

FT versus MPV key metrics
MetricFTMPV
Share price$7.09$16.41
Market cap—$177.05M
1-day change+0.14%+1.83%
YTD return-11.50%+1.38%
1-year return-12.05%-20.52%
5-year return-13.76%+18.11%
P/E ratio (TTM)5.4510.25
Forward P/E—22.78
EPS (TTM)$1.30$1.60
Dividend yield7.19%9.02%
Annual dividend$0.51$1.48
52-week high$8.35$20.58
52-week low$6.95$15.05
Distance from 52-week high-15.09%-20.29%
Average volume53.96K21.91K
Shares outstanding—10.79M
SectorFinanceFinance
IndustryTrusts Except Educational Religious and CharitableFinance Companies

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Barings Participation Investors trades at a higher earnings multiple (10.3x vs 5.5x trailing P/E).
  • Barings Participation Investors offers a meaningfully higher dividend yield (9.02% vs 7.19%).

About Franklin Universal

FT stock →

Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc.

Finance · Trusts Except Educational Religious and Charitable

About Barings Participation Investors

MPV stock →

Barings Participation Investors is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund invests in the fixed income markets of the United States.

Finance · Finance Companies

FT vs MPV FAQ

Which stock has performed better over the past year, FT or MPV?

FT returned -12.05% over the past 12 months, compared with -20.52% for MPV (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, FT or MPV?

FT has the lower trailing P/E at 5.5, versus 10.3 for MPV. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Franklin Universal or Barings Participation Investors?

Barings Participation Investors has the higher yield at 9.02%, compared with 7.19% for Franklin Universal.

Are Franklin Universal and Barings Participation Investors in the same industry?

Both are in the Finance sector, but in different industries: Trusts Except Educational Religious and Charitable for Franklin Universal and Finance Companies for Barings Participation Investors.

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