Compare · BGR vs JOF
BGR vs JOF
Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and Japan Smaller Capitalization Fund Inc (JOF): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BGR and JOF operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- BGR is the larger of the two at $2.17B, about 10.2x JOF ($212.2M).
- Over the past year, BGR is up 26.2% and JOF is up 19.0% - BGR leads by 7.2 points.
- JOF has been more active in the news (5 items in the past 4 weeks vs 1 for BGR).
- Company
- BlackRock Energy and Resources Trust
- Japan Smaller Capitalization Fund Inc
- Price
- $15.98-0.93%
- $11.45-1.04%
- Market cap
- $2.17B
- $212.2M
- 1M return
- -1.02%
- -0.95%
- 1Y return
- +26.17%
- +19.02%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 2004
- 1990
- News (4w)
- 1
- 5
- Recent ratings
- 0
- 0
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.
Japan Smaller Capitalization Fund Inc
Japan Smaller Capitalization Fund, Inc. is a closed-ended equity mutual fund launched by Nomura Asset Management U.S.A. Inc. It is managed by Nomura Asset Management Co., Ltd. The fund invests in the public equity markets of Japan. It invests in stocks traded on the Tokyo, Osaka and Nagoya Stock Exchanges, JASDAQ, Mothers, Hercules, Centrex, and other indices. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in stocks of small cap companies. The fund benchmarks the performance of its portfolio against the The Russell/Nomura Small Cap Index. It was formerly known as Japan OTC Equity Fund, Inc. Japan Smaller Capitalization Fund, Inc. was formed on March 22, 1990 and is domiciled in the United States.
Latest BGR
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- SEC Form N-CEN filed by BlackRock Energy and Resources Trust
- SEC Form N-CSR filed by BlackRock Energy and Resources Trust
- Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Vice President Minar Stephen Thomas bought $64,408 worth of shares (4,320 units at $14.91), decreasing direct ownership by 45% to 1,900 units (SEC Form 4)
- Portfolio Manager Mcclements Kyle converted options into 2,203 shares and returned $34,196 worth of shares to the company (2,203 units at $15.52) (SEC Form 4)
- Portfolio Manager Hume Mark converted options into 1,165 shares and returned $18,085 worth of shares to the company (1,165 units at $15.52) (SEC Form 4)
Latest JOF
- SEC Form SC TO-I filed by Japan Smaller Capitalization Fund Inc
- SEC Form SC TO-C filed by Japan Smaller Capitalization Fund Inc
- Japan Smaller Capitalization Fund, Inc. Announces Commencement of Tender Offer and Re-Leveling of Level Distribution Plan
- Amendment: SEC Form SCHEDULE 13G/A filed by Japan Smaller Capitalization Fund Inc
- SEC Form N-CEN filed by Japan Smaller Capitalization Fund Inc
- SEC Form N-CSR filed by Japan Smaller Capitalization Fund Inc
- SEC Form 40-17G filed by Japan Smaller Capitalization Fund Inc
- Japan Smaller Capitalization Fund, Inc. Announces Board Determination to Proceed with Conditional Tender Offer
- SEC Form 3 filed by new insider Ohkoshi Shoichi
- Japan Smaller Capitalization Fund, Inc. Announces Monthly Distributions for April, May and June 2026 Under Its Level Distribution Plan