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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).
PerformanceBGR+27.35%WIA-0.18%
2025-05-07+0.00%2026-05-07
MetricBGRWIA
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
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.

WIA

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.

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