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Compare · FGB vs HASI

FGB vs HASI

Side-by-side comparison of First Trust Specialty Finance and Financial Opportunities Fund (FGB) and HA Sustainable Infrastructure Capital Inc. (HASI): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both FGB and HASI operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • HASI is the larger of the two at $5.15B, about 90.1x FGB ($57.2M).
  • HASI has hit the wire 9 times in the past 4 weeks while FGB has been quiet.
  • HASI has more recent analyst coverage (20 ratings vs 0 for FGB).
MetricFGBHASI
Company
First Trust Specialty Finance and Financial Opportunities Fund
HA Sustainable Infrastructure Capital Inc.
Price
-
-
Market cap
$57.2M
$5.15B
1M return
-
-
1Y return
-
-
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
NYSE
NYSE
IPO
2007
2013
News (4w)
0
9
Recent ratings
0
20
FGB

First Trust Specialty Finance and Financial Opportunities Fund

First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.

HASI

HA Sustainable Infrastructure Capital Inc.

Hannon Armstrong Sustainable Infrastructure Capital, Inc. provides capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States. The company's projects include energy efficiency projects that reduce a buildings or facilities energy usage or cost through the use of solar generation, including heating, ventilation, and air conditioning systems, as well as lighting, energy controls, roofs, windows, building shells, and/or combined heat and power systems. It also focuses in the areas of grid connected projects that deploy cleaner energy sources, such as solar and wind to generate power; and other sustainable infrastructure projects, including upgraded transmission or distribution systems, water and storm water infrastructures, and other projects. The company qualifies as a real estate investment trust for U.S. federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. Hannon Armstrong Sustainable Infrastructure Capital, Inc. was founded in 1981 and is headquartered in Annapolis, Maryland.

Latest FGB

Latest HASI