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Compare · BGR vs MCR

BGR vs MCR

Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and MFS Charter Income Trust (MCR): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BGR and MCR operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • BGR is the larger of the two at $2.29B, about 8.6x MCR ($265.4M).
  • Over the past year, BGR is up 36.2% and MCR is down 2.9% - BGR leads by 39.1 points.
  • MCR has been more active in the news (5 items in the past 4 weeks vs 1 for BGR).
PerformanceBGR+36.21%MCR-2.90%
2025-05-06+0.00%2026-05-05
MetricBGRMCR
Company
BlackRock Energy and Resources Trust
MFS Charter Income Trust
Price
$16.89+0.84%
$6.03-0.17%
Market cap
$2.29B
$265.4M
1M return
+1.93%
+0.84%
1Y return
+36.21%
-2.90%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2004
1989
News (4w)
1
5
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.

MCR

MFS Charter Income Trust

MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.

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