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Compare · BGR vs CPZ

BGR vs CPZ

Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and Calamos Long/Short Equity & Dynamic Income Trust (CPZ): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BGR and CPZ operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • BGR is the larger of the two at $2.14B, about 8.6x CPZ ($249.7M).
  • Over the past year, BGR is up 25.5% and CPZ is down 19.3% - BGR leads by 44.8 points.
  • BGR has been more active in the news (2 items in the past 4 weeks vs 1 for CPZ).
PerformanceBGR+25.51%CPZ-19.32%
2025-06-09+0.00%2026-06-08
MetricBGRCPZ
Company
BlackRock Energy and Resources Trust
Calamos Long/Short Equity & Dynamic Income Trust
Price
$16.11+0.84%
$12.90+1.74%
Market cap
$2.14B
$249.7M
1M return
+1.29%
-5.15%
1Y return
+25.51%
-19.32%
Sector
Finance
Finance
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NASDAQ
IPO
2004
2019
News (4w)
2
1
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.

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