Compare · ECAT vs MCR
ECAT vs MCR
Side-by-side comparison of BlackRock ESG Capital Allocation Term Trust (ECAT) and MFS Charter Income Trust (MCR): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ECAT and MCR operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- ECAT is the larger of the two at $1.72B, about 6.6x MCR ($261.4M).
- Over the past year, ECAT is down 2.5% and MCR is down 5.4% - ECAT leads by 2.9 points.
- ECAT has hit the wire 14 times in the past 4 weeks while MCR has been quiet.
- Company
- BlackRock ESG Capital Allocation Term Trust
- MFS Charter Income Trust
- Price
- $15.67-1.45%
- $5.97-0.33%
- Market cap
- $1.72B
- $261.4M
- 1M return
- +0.90%
- +1.79%
- 1Y return
- -2.52%
- -5.39%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 2021
- 1989
- News (4w)
- 14
- 0
- Recent ratings
- 0
- 0
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.
Latest ECAT
- Portfolio Manager Rieder Richard M bought $566,648 worth of shares (35,734 units at $15.86), increasing direct ownership by 34% to 141,464 units (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $2,566,294 worth of shares (161,408 units at $15.90) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $2,085,149 worth of shares (132,402 units at $15.75) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $633,077 worth of shares (40,616 units at $15.59) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $836,177 worth of shares (52,525 units at $15.92) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $3,526,193 worth of shares (223,991 units at $15.74) (SEC Form 4)
- BlackRock Provides Update on Closed-End Fund Discount Management Programs
- Large owner Saba Capital Management, L.P. sold $2,910,809 worth of shares (188,125 units at $15.47) (SEC Form 4)
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Amendment: SEC Form SCHEDULE 13D/A filed by BlackRock ESG Capital Allocation Term Trust
Latest MCR
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- Certain MFS Closed-End Funds Announce Closing Date for Reorganization and Change of Investment Adviser
- MFS Announces Final Closed-End Fund Distributions and Timing of Reorganization for Certain Funds
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- MFS Taxable Closed-End Funds Announce Completion of Special Shareholder Meetings
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Charter Income Trust Announces Adjournment of Special Shareholder Meeting
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Charter Income Trust Announces Adjournment of Special Shareholder Meeting
- MFS Announces Closed-End Fund Distributions