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Compare · BGR vs IIF

BGR vs IIF

Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and Morgan Stanley India Investment Fund Inc. (IIF): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BGR and IIF operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • BGR is the larger of the two at $2.16B, about 7.4x IIF ($292.8M).
  • Over the past year, BGR is up 25.5% and IIF is down 22.3% - BGR leads by 47.8 points.
  • BGR has hit the wire 2 times in the past 4 weeks while IIF has been quiet.
PerformanceBGR+25.51%IIF-22.33%
2025-06-09+0.00%2026-06-08
MetricBGRIIF
Company
BlackRock Energy and Resources Trust
Morgan Stanley India Investment Fund Inc.
Price
$16.11+0.84%
$21.31+1.24%
Market cap
$2.16B
$292.8M
1M return
+1.29%
-5.33%
1Y return
+25.51%
-22.33%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2004
1994
News (4w)
2
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.

IIF

Morgan Stanley India Investment Fund Inc.

Morgan Stanley India Investment Fund, Inc. is a closed ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. The fund is co-managed by Morgan Stanley Investment Management Company. It invests in the public equity markets of India. The fund invests in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the U.S. dollar adjusted BSE National Index. Morgan Stanley India Investment Fund, Inc. was formed on December 22, 1993 and is domiciled in the United States.

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