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Compare · BGR vs JOF

BGR vs JOF

Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and Japan Smaller Capitalization Fund Inc (JOF): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BGR and JOF operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • BGR is the larger of the two at $2.17B, about 10.2x JOF ($212.2M).
  • Over the past year, BGR is up 26.2% and JOF is up 19.0% - BGR leads by 7.2 points.
  • JOF has been more active in the news (5 items in the past 4 weeks vs 1 for BGR).
PerformanceBGR+26.17%JOF+19.02%
2025-06-05+0.00%2026-06-05
MetricBGRJOF
Company
BlackRock Energy and Resources Trust
Japan Smaller Capitalization Fund Inc
Price
$15.98-0.93%
$11.45-1.04%
Market cap
$2.17B
$212.2M
1M return
-1.02%
-0.95%
1Y return
+26.17%
+19.02%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2004
1990
News (4w)
1
5
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.

JOF

Japan Smaller Capitalization Fund Inc

Japan Smaller Capitalization Fund, Inc. is a closed-ended equity mutual fund launched by Nomura Asset Management U.S.A. Inc. It is managed by Nomura Asset Management Co., Ltd. The fund invests in the public equity markets of Japan. It invests in stocks traded on the Tokyo, Osaka and Nagoya Stock Exchanges, JASDAQ, Mothers, Hercules, Centrex, and other indices. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in stocks of small cap companies. The fund benchmarks the performance of its portfolio against the The Russell/Nomura Small Cap Index. It was formerly known as Japan OTC Equity Fund, Inc. Japan Smaller Capitalization Fund, Inc. was formed on March 22, 1990 and is domiciled in the United States.

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