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Compare · BGR vs HTY

BGR vs HTY

Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BGR and HTY operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • BGR is the larger of the two at $2.20B, about 32.1x HTY ($68.5M).
MetricBGRHTY
Company
BlackRock Energy and Resources Trust
John Hancock Tax-Advantaged Global Shareholder Yield Fund
Price
$16.22+0.25%
$4.97+0.00%
Market cap
$2.20B
$68.5M
1M return
-4.59%
-
1Y return
+28.99%
-
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2004
News (4w)
0
0
Recent ratings
0
0
BGR

BlackRock Energy and Resources Trust

BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the energy and natural resources sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through equity derivatives, with an emphasis on option writing. It was formerly known as BlackRock Global Energy and Resources Trust. BlackRock Energy and Resources Trust was formed on December 23, 2004 and is domiciled in the United States.

HTY

John Hancock Tax-Advantaged Global Shareholder Yield Fund

John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by Analytic Investors, LLC and Epoch Investment Partners, Inc. The fund invests in the public equity markets across the globe. It seeks to invest in stocks of companies operating in utilities, telecommunication services, consumer staples, financials, industrials, energy, healthcare, information technology, consumer discretionary, real estate and materials sectors. The fund primarily invests in dividend paying stocks of companies. It invests in stocks of companies across diversified market capitalizations. The fund employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the MSCI World Index. John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund was formed on September 26, 2007 and is domiciled in the United States.

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