Compare · FGB vs KYN
FGB vs KYN
Side-by-side comparison of First Trust Specialty Finance and Financial Opportunities Fund (FGB) and Kayne Anderson Energy Infrastructure Fund Inc. (KYN): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both FGB and KYN operate in Finance/Investors Services (Finance), so they compete in similar markets.
- KYN is the larger of the two at $1.91B, about 33.5x FGB ($57.2M).
- Over the past year, FGB is up 3.2% and KYN is up 13.8% - KYN leads by 10.5 points.
- KYN has hit the wire 7 times in the past 4 weeks while FGB has been quiet.
- Company
- First Trust Specialty Finance and Financial Opportunities Fund
- Kayne Anderson Energy Infrastructure Fund Inc.
- Price
- $4.15+1.22%
- $14.04-0.78%
- Market cap
- $57.2M
- $1.91B
- 1M return
- +3.23%
- +1.89%
- 1Y return
- +3.23%
- +13.78%
- Industry
- Finance/Investors Services
- Finance/Investors Services
- Exchange
- NYSE
- NYSE
- IPO
- 2007
- 2004
- News (4w)
- 0
- 7
- Recent ratings
- 0
- 0
First Trust Specialty Finance and Financial Opportunities Fund
First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.
Kayne Anderson Energy Infrastructure Fund Inc.
Kayne Anderson MLP Investment Company is a closed ended equity mutual fund launched and managed by KA Fund Advisors, LLC. It is co-managed by Kayne Anderson Capital Advisors, L.P. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the energy sector. The fund primarily invests in energy-related master limited partnerships. Kayne Anderson MLP Investment Company was formed on June 4, 2004 and is domiciled in the United States.
Latest FGB
- SEC Form 25-NSE filed by First Trust Specialty Finance and Financial Opportunities Fund
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Completion of First Trust Specialty Finance and Financial Opportunities Fund Reorganization into FT Confluence BDC & Specialty Finance Income ETF
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Expected Effective Date of First Trust Specialty Finance and Financial Opportunities Fund Reorganization into FT Confluence BDC & Specialty Finance Income ETF
- First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.10 Per Share
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Results of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into FT Confluence BDC & Specialty Finance Income ETF
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into FT Confluence BDC & Specialty Finance Income ETF
Latest KYN
- Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information And Announces Its Net Asset Value And Asset Coverage Ratios As Of May 31, 2026
- Director Ladhani Holli C. bought $50,006 worth of shares (3,621 units at $13.81), increasing direct ownership by 101% to 7,221 units (SEC Form 4)
- Cap Six Poised for Further Growth with Appointment of Eric Javidi as Strategic Advisor
- Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.085 Per Share for June 2026
- SEC Form 3 filed by new insider Hennigan Michael J
- CFO and Treasurer Parker Austin Colby bought $34,975 worth of shares (2,500 units at $13.99), increasing direct ownership by 21% to 14,623 units (SEC Form 4)
- Kayne Anderson Energy Infrastructure Fund Announces Appointment of Michael J. Hennigan as New Independent Director
- Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of April 30, 2026
- Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.085 Per Share for May 2026
- President Baker James C bought $339,250 worth of shares (25,000 units at $13.57), increasing direct ownership by 3% to 1,003,019 units (SEC Form 4)