Franklin Universal Trust (FT) vs Saratoga Investment Corp 6.25% (SAF)
Over the past 3 years, FT outperformed SAF — 11.62% vs 6.20% annualized total return (price plus dividends).
A side-by-side comparison of Franklin Universal Trust and Saratoga Investment Corp 6.25% across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 11, 2026. Differences are shown without an overall score or investment verdict.
Total return — FT vs SAF
growth of $100 · dividends reinvested · last 3yMetrics side by side
Did FT beat SAF?
Over the past 3 years, FT outperformed SAF — 11.62% vs 6.20% annualized total return (price plus dividends).
Total return (annualized)
| Metric | FT | SAF |
|---|---|---|
| Total return (1Y) | 1.21% | 6.36% |
| Total return CAGR (3Y) | 11.62% | 6.20% |
| Total return CAGR (5Y) | 4.71% | N/A |
| Total return CAGR (10Y) | 7.73% | N/A |
SAF is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has FT beaten SAF?
- Over the past 3 years, FT outperformed SAF — 11.62% vs 6.20% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 11, 2026.