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Compare · BCAT vs FMY

BCAT vs FMY

Side-by-side comparison of BlackRock Capital Allocation Term Trust (BCAT) and First Trust Mortgage Income Fund (FMY): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BCAT and FMY operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • BCAT is the larger of the two at $1.67B, about 30.7x FMY ($54.4M).
  • Over the past year, BCAT is up 3.8% and FMY is down 2.1% - BCAT leads by 5.9 points.
  • BCAT has been more active in the news (3 items in the past 4 weeks vs 2 for FMY).
PerformanceBCAT+3.83%FMY-2.09%
2025-07-21+0.00%2026-07-20
MetricBCATFMY
Company
BlackRock Capital Allocation Term Trust
First Trust Mortgage Income Fund
Price
$15.47+0.32%
$11.96+2.09%
Market cap
$1.67B
$54.4M
1M return
-1.09%
+3.37%
1Y return
+3.83%
-2.09%
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
NYSE
NYSE
IPO
2020
2005
News (4w)
3
2
Recent ratings
0
0
FMY

First Trust Mortgage Income Fund

First Trust Mortgage Income Fund is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Brookfield Investment Management Inc. The fund invests in fixed income markets. It seeks to invest in fixed income securities including mortgage-backed securities, consisting of pass-through certificates, collateralized mortgage obligations, residential mortgage-backed securities, and commercial mortgage-backed securities. The fund was formerly known as the First Trust/FIDAC Mortgage Income Fund. First Trust Mortgage Income Fund was formed on May 25, 2005 and is domiciled in United States.

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