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Compare · AVK vs BGR

AVK vs BGR

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

Summary

  • Both AVK and BGR 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 3.8x AVK ($564.8M).
  • Over the past year, AVK is up 7.0% and BGR is up 25.5% - BGR leads by 18.5 points.
  • BGR has hit the wire 2 times in the past 4 weeks while AVK has been quiet.
PerformanceAVK+6.99%BGR+25.51%
2025-06-09+0.00%2026-06-08
MetricAVKBGR
Company
Advent Convertible and Income Fund
BlackRock Energy and Resources Trust
Price
$12.70-0.08%
$16.11+0.84%
Market cap
$564.8M
$2.16B
1M return
-0.31%
+1.29%
1Y return
+6.99%
+25.51%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2003
2004
News (4w)
0
2
Recent ratings
0
0
AVK

Advent Convertible and Income Fund

Advent Claymore Convertible Securities and Income Fund is a closed-ended fixed income mutual fund launched and managed by Advent Capital Management, LLC. The fund primarily invests in the fixed income markets of the United States. It seeks to invest in securities of companies operating across the diversified sectors. The fund invests approximately 60% of its portfolio in convertible securities and rest in lower-grade non-convertible income securities. It employs fundamental analysis to create its portfolio. Advent Claymore Convertible Securities and Income Fund was formed on April 29, 2003 and is domiciled in the United States.

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.

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