Compare · BGR vs WIA
BGR vs WIA
Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and Western Asset Inflation-Linked Income Fund (WIA): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BGR and WIA operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- BGR is the larger of the two at $2.19B, about 7.7x WIA ($286.2M).
- Over the past year, BGR is up 27.3% and WIA is down 0.2% - BGR leads by 27.5 points.
- WIA has been more active in the news (4 items in the past 4 weeks vs 1 for BGR).
- Company
- BlackRock Energy and Resources Trust
- Western Asset Inflation-Linked Income Fund
- Price
- $15.74-2.51%
- $8.22+0.43%
- Market cap
- $2.19B
- $286.2M
- 1M return
- -3.38%
- +1.86%
- 1Y return
- +27.35%
- -0.18%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 2004
- 2003
- News (4w)
- 1
- 4
- 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.
Western Asset Inflation-Linked Income Fund
Western Asset/Claymore Inflation-Linked Securities & Income Fund is a closed-ended fixed income mutual fund launched by Guggenheim Partners, LLC. The fund is co-managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Company Pte. Ltd. It invests in fixed income markets across the globe. The fund primarily invests in investment-grade, inflation-linked securities such as U.S. TIPS, corporate bonds, and mortgage backed securities. It seeks to maintain an average portfolio duration of between zero to 15 years. The fund benchmarks the performance of its portfolio against the Barclays U.S. Government Inflation-Linked 1-10 Year Index and Barclays U.S. Government Inflation-Linked All Maturities Index. Western Asset/Claymore Inflation-Linked Securities & Income Fund was formed on September 25, 2003 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
- 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)
- Portfolio Manager Bishop Alastair returned $79,672 worth of shares to the company (5,134 units at $15.52) and converted options into 5,134 shares (SEC Form 4)
Latest WIA
- SEC Form DEFA14A filed by Western Asset Inflation-Linked Income Fund
- Amendment: SEC Form SCHEDULE 13D/A filed by Western Asset Inflation-Linked Income Fund
- SEC Form DEF 14A filed by Western Asset Inflation-Linked Income Fund
- Western Asset Inflation-Linked Income Fund (NYSE: WIA) (the "Fund") Announces Portfolio Management Team Update
- SEC Form 3 filed by new insider Stout Kim
- Franklin Templeton Announces Availability of 19(a) Notices for Certain Closed-End Funds
- SEC Form N-CEN filed by Western Asset Inflation-Linked Income Fund
- Franklin Templeton Announces Availability of 19(a) Notices for Certain Closed-End Funds
- SEC Form N-CSR filed by Western Asset Inflation-Linked Income Fund
- Western Asset Inflation-Linked Income Fund (NYSE: WIA) Announces Portfolio Management Team Update