Join

Compare · BGR vs EFR

BGR vs EFR

Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and Eaton Vance Senior Floating-Rate Fund (EFR): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BGR and EFR operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • BGR is the larger of the two at $2.30B, about 5.7x EFR ($401.3M).
  • Over the past year, BGR is up 37.2% and EFR is down 10.7% - BGR leads by 47.9 points.
  • EFR has been more active in the news (4 items in the past 4 weeks vs 1 for BGR).
PerformanceBGR+37.18%EFR-10.68%
2025-05-01+0.00%2026-04-30
MetricBGREFR
Company
BlackRock Energy and Resources Trust
Eaton Vance Senior Floating-Rate Fund
Price
$16.95+1.65%
$10.62+1.05%
Market cap
$2.30B
$401.3M
1M return
-1.91%
+1.24%
1Y return
+37.18%
-10.68%
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
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.

EFR

Eaton Vance Senior Floating-Rate Fund

Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. Eaton Vance Senior Floating-Rate Trust was formed on November 28, 2003 and is domiciled in the United States.

Latest BGR

Latest EFR